Client Service Associate

3 days ago


Lakeland, Florida, United States LPL Financial Holdings, Inc. Full time
Job Overview

The Registered Client Service Associate plays a vital role in supporting Financial Advisors and their clients. This position requires strong organizational skills, attention to detail, and excellent communication abilities.

Responsibilities
  • Manage client relationships and provide exceptional customer service
  • Assist with daily, monthly, and annual tasks for Financial Advisors
  • Keep client management systems up-to-date with accurate information
  • Prepare materials for client meetings and appointments
  • Conduct proactive outreach to clients and advisors on time-sensitive activities
  • Assume ownership of inquiries and requests, communicating with internal departments to ensure timely service delivery
  • Partner with Financial Advisors to strategize on opportunities to meet client needs
  • May assist in executing trades for clients as needed to support the Financial Advisor
Requirements
  • Strong customer focus and excellent verbal and written communication skills
  • Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment
  • Organized with a strong attention to detail and problem-solving abilities
  • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
  • Strong analytical skills and ability to research information
  • Demonstrates drive, initiative, and motivation
  • Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
  • Able to utilize internal resources, training & self-service options available such as iKnow, Resource Center, LPLU, etc.
  • Prior Customer Service experience in financial services required
  • Satisfactory completion of LPL Office Essentials or equivalent within 90 days of role
  • Series 7 and/or Series 66 license
Preferred Qualifications
  • 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

LPL Financial Holdings, Inc. is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive compensation package, including a base salary range of $25.10-$41.83/hour, and a comprehensive benefits program. If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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