Client Service Associate

LPL Financial

. Provide administrative support to an advisor or team of advisors .

Posted 10/7/2026full-timeRemote • United StatesJuniorMid-Level💰 $24 - $39 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service within the financial industry, particularly in wealth management, while effectively managing operational account activities and utilizing CRM applications. Strong communication and interpersonal skills are essential for educating clients and coordinating with internal departments.

Highest-signal resume keywords

Financial Industry ExperienceClient Service SupportMicrosoft Office ProficiencySeries 7 LicenseSeries 66 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Management SystemsOperational Account ActivitiesCash ManagementNew Accounts ManagementDocumentation RequirementsProactive Client OutreachInformation AnalysisProblem-Solving Abilities

Soft Skills

Attention to DetailEffective CommunicationTime ManagementInterpersonal SkillsInitiative and Motivation

Tools & Technologies

CRM ApplicationsESignature TechnologyPaperless StatementsAccount View

Certifications & Qualifications

Bachelor's Degree PreferredSeries 7 LicenseSeries 66 License

Industry Keywords

Wealth ManagementClient Service IndustryFinancial AdvisorsClient MeetingsAccount Transfers

About the role

Key responsibilities & impact

Provide administrative support to an advisor or team of advisors
Answer phones and schedule appointments
Prepare materials for client meetings
Keep client management systems up to date with client information
Assist with information and documentation requirements for new accounts and transfers
Conduct proactive outreach to clients and advisors on time-sensitive activities such as RMDs
Manage operational account activities, including new accounts, cash management, transfers, and account maintenance
Own inquiries and requests and coordinate with internal departments to ensure timely service delivery
Educate clients on account services, capabilities, and new technology such as eSignature, paperless statements, and Account View

Requirements

What you’ll need

2+ years of financial industry experience, preferably in wealth management
2+ years of experience in the client service industry supporting clients and financial advisors
Proficiency in Microsoft Word, Excel, and PowerPoint
Proficiency in CRM applications
Bachelor’s Degree Preferred
Series 7 and 66 licenses
Strong attention to detail and problem-solving abilities
Effective oral and written communication; able to explain complex information clearly and simply
Time management skills with the ability to handle multiple projects and deadlines
Outstanding interpersonal skills with the ability to build and foster relationships
Ability to analyze and research information
Drive, initiative, and motivation

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
LPL Total Rewards package
Flexible work environment and resources
Collaborative environment
Freedom to make an impact