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Client Service Associate

2 months ago

Fort Mill, South Carolina, United States LPL Financial Full time
Are You Ready to Make an Impact?
Do you enjoy collaborating with others? Are you eager to expand your knowledge? Do you have a genuine interest in assisting with intricate situations? If you thrive on innovative thinking, acquiring new skills, and resolving challenges, this position may be ideal for you.

About LPL Financial:
LPL Financial (Nasdaq: LPLA) operates on the belief that the firm should prioritize the advisor's needs. We are a prominent player in the financial services industry, supporting over 18,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms across the nation.

Our commitment to an advisor-centered model underscores our belief that all Americans should have access to personalized financial guidance.

At LPL, we empower advisors with the freedom to select the business model, services, and technology resources that best suit their practice. This autonomy enables them to manage their client relationships effectively, as they understand their clients' needs best. In essence, we support our advisors so they can focus on serving their clients.

Position Overview:
As a Client Service Associate in Compliance, Registration, and Continuing Education, you will deliver exceptional customer service to a diverse group of financial advisors. You will be the primary contact for various inquiries related to rules, regulations, licensing, insurance appointments, and mandatory training.

What We Seek:
We are looking for strong team players who can provide a world-class client experience. Ideal candidates will thrive in a dynamic environment, possess a client-focused mindset, and demonstrate teamwork while fostering creativity and continuous improvement.

Qualifications:
- 1-2 years of prior customer service experience
- Exceptional verbal and written communication skills
- Ability to quickly acquire and retain knowledge in a fast-paced setting
- Strong multitasking abilities, attention to detail, and excellent problem-solving skills
- Familiarity with mutual funds, annuities, general securities, and other financial products
- Understanding of FINRA, SEC, and State regulations

Licensing Requirements:
- FINRA SIE and Series 7 top-off must be obtained within 90 days of employment.

Core Competencies:
- Analytical
- Dependable
- Collaborative Team Member

Preferred Qualifications:
- 1-2 years of experience in financial services with a focus on investment products
- Previous knowledge of securities and insurance licensing
- Proactive collaboration and service-oriented responses to escalated issues
- Proficiency in Microsoft applications, especially Excel, Word, Access, PowerPoint, SharePoint, and Visio.

Compensation:
The pay range for this position is $20.48-$34.13 per hour. Actual base salary will vary based on factors such as relevant skills, prior experience, education, and geographic location. Additionally, LPL offers a highly competitive Total Rewards package designed to support your success both professionally and personally, including 401K matching, health benefits, employee stock options, and paid time off.

Interview Process:
LPL Financial will only communicate with job applicants through official email channels and will not conduct interviews in online chat forums. During the interview process, LPL will never request payment or sensitive financial information from applicants.