Client Service Associate
3 days ago
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
- 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
- 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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