LPL Financial oferă servicii de administrare a averii și soluții tehnologice pentru profesioniști din domeniul financiar, instituții și investitori individuali. Platforma sa combină sprijinul acordat consultanților, serviciile de consultanță, cercetarea investițională, integrarea tehnologică și resursele pentru dezvoltarea afacerii, ajutând consultanții financiari să își dezvolte practicile și să ofere recomandări personalizate. Compania activează în domeniile financiar, al asigurărilor și al consultanței, oferind servicii concepute pentru a sprijini atât firmele consacrate, cât și afacerile de consultanță aflate în dezvoltare.
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.
Descriere
- 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
Cerințe
- 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
Beneficii
- 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