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Client Service Associate

2 months ago

Greensboro, North Carolina, United States LPL Financial Full time

**Job Overview:**

The primary role of the Client Service Associate (CSA) at LPL Financial is to provide administrative support to an advisor or team of advisors, including daily, monthly, and annual tasks. The CSA helps the advisor maintain their practice and deliver positive results for the advisor's clients.

**Key Responsibilities:**

  • Provide exceptional customer service to clients and advisors, ensuring timely and accurate completion of tasks.
  • Manage client information and maintain accurate records in client management systems.
  • Assist with new account setup, transfers, and other operational activities.
  • Conduct proactive outreach to clients and advisors on time-sensitive activities, such as required minimum distributions.
  • Manage account activities, including new accounts, cash management, transfers, and account maintenance.
  • Communicate with internal departments to ensure clients' expectations for timely service delivery are met.
  • Educate clients on account services, capabilities, and new technology, such as e-signature and paperless statements.

**Required Qualifications:**

  • Organized with a strong attention to detail and problem-solving abilities.
  • Effective oral and written communication skills, with the ability 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 with clients, coworkers, and internal/external partners.
  • Ability to analyze and research information.
  • Self-motivated, driven, and takes initiative.
  • Prior customer service experience.
  • Proficiency in Microsoft Word, Excel, and PowerPoint, as well as CRM applications.

**Preferred Qualifications:**

  • Series 7 and 66 licenses.
  • Financial services background.