LPL Financial provides wealth management services and technology for financial professionals, institutions, and individual investors. Its platform combines advisor support, consulting, investment research, technology integration, and business-development resources to help financial advisors build their practices and deliver personalized advice. The company operates across finance, insurance, and consulting, with services designed to support both established firms and growing advisory businesses.
Client Service Associate - Remote | LPL Financial
Support financial advisors with account operations and client service in a remote role at LPL Financial. Help the firm’s wealth management network deliver responsive, technology-enabled experiences.
Description
- Support one or more financial advisors with administrative duties
- Answer incoming calls and arrange client appointments
- Assemble materials for client meetings
- Maintain accurate client information in management systems
- Support information and documentation needs for new accounts and transfers
- Proactively contact clients and advisors about time-sensitive matters, including RMDs
- Handle account operations such as account opening, cash management, transfers, and maintenance
- Manage inquiries and requests while coordinating with internal teams for prompt resolution
- Explain account services, capabilities, and digital tools such as eSignature, paperless statements, and Account View
Requirements
- At least two years of financial services experience, ideally in wealth management
- At least two years supporting clients and financial advisors in a client service role
- Working proficiency with Microsoft Word, Excel, and PowerPoint
- Experience using CRM software
- A bachelor’s degree is preferred
- Series 7 and Series 66 licenses
- Careful attention to detail and strong problem-solving skills
- Clear written and verbal communication, including the ability to simplify complex information
- Strong time management and the ability to manage competing projects and deadlines
- Excellent interpersonal skills for building and maintaining professional relationships
- Ability to investigate and evaluate information
- Self-directed, proactive, and motivated approach
Benefits
- 401(k) matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Access to the LPL Total Rewards package
- Flexible work environment and supporting resources
- Collaborative workplace
- Opportunity to make a meaningful impact