Client Service Associate

2 weeks ago

Paramus, United States LPL Financial Full time

Are you passionate about serving clients, adding value and improving processes/systems? 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’s Paramus, NJ branch 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 employment opportunity in Paramus, NJ would allow you to support Financial Advisors associated with LPL Financial. The financial advisors 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 Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients.

**Responsibilities**:

- Support to Client Service Team, Operational, Compliance leaders and Financial Advisors
- Keep client management systems up-to-date with client information
- Assist with various documentation requirements for new business
- Manage account activities that are operational in nature -new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
- Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
- Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc.
- May assist in executing trades for clients as needed to support the Financial Advisor

**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**:

- At least 2 years experience in the financial services industry

**Core Competencies**:

- Ability to multi-task and follow through on projects and tasks
- Effective oral and written communication; able to explain complex information clearly and simply
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Detail oriented
- Strong organization skills
- Excellent client service and communication skills
- Work independently as well as function as part of a team
- Proven ability to adapt to a changing work environment

**Preferences**:

- College degree strongly preferred
- Securities registrations desirable but not required (Series 66 and 7)

Pay: $22.56 - $35.00 per hour

Expected hours: 40 per week

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Compensation package:

- Performance bonus

Schedule:

- 8 hour shift
- Monday to Friday

Application Question(s):

- Do you have experience in financial services/wealth management?
- Are you willing to commute to the office 5 days a week?
- Do you currently hold a FINRA Series 7/66 or 63/65?

Work Location: In person

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