The Client Service Associate provides administrative and operational support to advisors and clients, ensuring an exceptional client experience. Responsibilities include managing client inquiries, account maintenance, and coordinating branch operational activities.
The Client Service Associate provides administrative support to financial advisors by managing client inquiries, account maintenance, and operational tasks. They also educate clients on digital tools and partner with advisors to strategize on meeting client needs.
The Transition Support Partner leads the transition process for new advisors, serving as a subject matter expert on LPL technology and operational best practices. They provide training, repapering support, and strategic guidance to ensure a seamless move of the advisor's book of business to LPL.
Lead the national strategy and execution of the branch administrative function across Linsco and Liquidity & Succession. Oversee regional leaders and partner with senior executives to drive operational excellence and advisor satisfaction.
Provide virtual investment solutions and holistic financial planning to a large book of mass affluent clients. Manage client relationships through proactive outreach, consultative sales, and risk mitigation strategies.
Lead the end-to-end execution of strategic growth programs to support advisor affiliation and practice growth. Partner with sales leadership and cross-functional teams to optimize sales processes and implement scalable best practices.
Provide virtual investment solutions and holistic financial planning to a large book of mass affluent clients. Manage client relationships through proactive outreach, consultative sales, and risk mitigation to meet asset growth goals.
Lead and empower financial advisors within the independent employee channel to drive regional profitability and growth. Focus on advisor retention, recruitment, and the implementation of business growth strategies.
