Client Experience Specialist — Financial Services

lplfinancial; Aberdeen City; On-site; GBP 25,000 - 41,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial is seeking a Client Service Associate to support financial advisors and ensure an outstanding client experience. This in-office role handles administrative tasks, client relationships, and branch operations with strong attention to detail and professional client service.

The ideal candidate will manage client communications, calendar coordination, account maintenance, and compliance adherence while collaborating with custodians and institutions to ensure accurate processing of

Qualifications

• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Ability to learn and use CRM systems.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Serve as the primary point of contact for clients, providing exceptional service and support through phone, email, and in-person interactions while addressing account inquiries and service requests.
• Coordinate advisor calendars, schedule client meetings, prepare meeting materials, and manage follow-up communications to ensure a seamless client experience.
• Process new account openings, transfers, beneficiary changes, RMDs, address updates, and other account maintenance activities with accuracy.
• Maintain accurate client records within the CRM system and support compliance efforts by adhering to firm, FINRA, and SEC regulations while safeguarding confidential client information.
• Collaborate with custodians, fund companies, and financial institutions to process transactions, resolve account issues, and monitor account accuracy.
• Support overall office operations and client engagement initiatives through document preparation, mail management, event coordination, educational seminars, newsletters, social media updates, and administrative support.

Skills

Verbal communication

Written communication

Organization

Teamwork

Education

Associate or bachelor's degree in business, accounting or finance

Tools

Microsoft Office Suite

CRM systems

Job description

LPL Financial is seeking a Client Service Associate to support financial advisors and ensure an outstanding client experience. This in-office role handles administrative tasks, client relationships, and branch operations with strong attention to detail and professional client service.

The ideal candidate will manage client communications, calendar coordination, account maintenance, and compliance adherence while collaborating with custodians and institutions to ensure accurate processing of