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Client Service Associate
3 months ago
Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL Financial is the place for you
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
**This on-site employment opportunity in Austin, TX would allow you to support Financial Advisor associated with LPL Financial. The financial advisor in Austin operates under our Employee Advisor Model. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping the people and families that look to our Financial Advisors for financial solutions.**
**Job Overview**:
The primary role of the Wealth Associate is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Wealth Associate helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients.
**Responsibilities**:
- Calendar management - creation and coordination of advisor, client, and partner calendars.
- Maintain client interaction notes, activities, and tasks via CRM and task systems.
- Proactively manage office supply, refreshments, and equipment needs.
- Answer incoming phone calls and screen to ensure calls are directed to appropriate team member.
- Greet clients/professional partners, directing them to the conference room and provide refreshments as needed.
- Administer client outreach including holiday cards and gifts.
- Provide welcoming atmosphere through both telephone and face-to-face contact.
- Meeting prep and takedown of conference room between meetings.
- Schedule and confirm client review and professional partner meetings.
- Field account service questions, within licensing status, from clients and escalate to Advisor as needed.
- Generate quarterly updates and premium reminders.
- Prepare and print performance reports.
- Initiate and monitor wire and ACH money movement activities while actively communicating with client and team.
**What are we looking for?**
We want **strong collaborators who can deliver a world-class client experience**. We are looking for people who are **eager to make an impact**, possess **unquestioned honesty, integrity and ethics,** take **ownership of their work**, and are able to execute in a way that encourages **teamwork **and **continuous improvement**.
**Requirements**:
- Prior Customer Service experience in financial services required
- Series 66 (or Series 63/65) and Series 7 license (or ability to obtain within 180 days of hire)
**Core Competencies**:
- Meticulous and detail oriented
- Organized and responsible, planning and finishing tasks on time
- Positive and cooperative team player
- Independent and self-motivated
- Focused and ambitious
- Articulate with strong verbal and written communication skills
**Preferences**:
- Bachelor’s degree; preferably in Business, Accounting or Finance
- Experience working with Financial Advisors, Branch and Home Office support teams
- 2-7 years brokerage/financial services industry knowledge
LI-EC
**Pay Range**:
$22.56-$33.84/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer
**Why LPL?**:
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that h
