Client Service Associate
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AI Summary
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The Client Service Associate provides administrative and operational support to advisors and clients in the Employee Model. This role is critical in ensuring an exceptional client experience through professional communication, detail-oriented execution, and consistent follow-through. The CSA will handle client relationship management, account administration, and branch office operations, while balancing multiple priorities in a fast-paced environment.
Responsibilities:
Serve as the first point of contact for clients, providing friendly and professional service via phone, email, and in person.
Schedule and confirm client meetings, prepare necessary documentation, and assist with follow-up tasks.
Manage client inquiries related to account maintenance, statements, and online access.
Ensure timely and accurate processing of client requests such as beneficiary updates, address changes, RMDs, and account transfers.
Maintain accurate and up-to-date client information in CRM and other management systems.
Coordinate and prepare meeting materials for advisors, ensuring compliance with regulatory requirements.
Assist with documentation for new business, account openings, and account maintenance.
Monitor, coordinate, and complete branch operational activities, including audits, compliance requests, and internal reporting.
Support marketing, client appreciation events, and other client communication initiatives.
Draft professional correspondence, presentations, and internal/external communications as needed.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
2+ years of experience delivering exceptional customer service with strong verbal and written communication skills, effectively explaining complex information in a clear and understandable manner.
2+ years of experience managing multiple priorities and projects in fast-paced environments while demonstrating strong organizational skills, attention to detail, professionalism, discretion, and sound judgment.
2+ years of experience utilizing Microsoft Office Suite and CRM systems while working both independently and collaboratively to support clients, advisors, and cross-functional teams.
Core Competencies:
Client service orientation with a commitment to exceeding expectations.
Analytical and problem-solving skills with the ability to research information effectively.
Strong interpersonal skills with the ability to build and maintain relationships.
Initiative, drive, and adaptability in a changing environment.
Ability to handle sensitive information with integrity and confidentiality.
Preferences:
Associate’s or Bachelor’s degree, preferably in Business, Accounting, or Finance.
1–2 years of experience in financial services, administrative support, or a related role.
Experience working directly with financial advisors, branch staff, or home office support teams.
#LI – Remote
Pay Range:
$25.85-$43.08/hourCompany Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26
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