Client Experience Associate - Financial Services

LPL Financial LLC; Aberdeen (SD); On-site; USD 49,000 - 81,000; Full time

Job summary

LPL Financial LLC is seeking a Client Service Associate to support financial advisors and deliver an exceptional client experience. The role involves client contact, calendar coordination, account maintenance, and CRM-based record keeping in a fast-paced office environment.

The ideal candidate will be highly organized, detail oriented, and able to work independently and with a team, while upholding confidentiality and professional standards.

Qualifications

• In-office role Monday–Friday.
• -Strong organizational and detail orientation.
• Excellent verbal and written communication abilities.
• Proficient with Microsoft Office Suite and CRM systems.

Responsibilities

• Serve as the primary client contact via phone, email, and in-person interactions.
• Coordinate advisor calendars and client meeting logistics.
• Process new accounts, transfers, beneficiary changes, and other maintenance tasks.
• Maintain accurate client records in the CRM and support compliance.
• Collaborate with custodians and financial institutions to resolve issues and process transactions.
• Support office operations and client engagement through admin tasks and events.

Skills

Organizational skills

Verbal and written communication

Microsoft Office Suite

CRM systems usage

Problem solving

Professionalism and discretion

Education

Associate or bachelor’s degree in business/accounting/finance

Tools

Microsoft Office

CRM systems

Job description

LPL Financial LLC is seeking a Client Service Associate to support financial advisors and deliver an exceptional client experience. The role involves client contact, calendar coordination, account maintenance, and CRM-based record keeping in a fast-paced office environment.

The ideal candidate will be highly organized, detail oriented, and able to work independently and with a team, while upholding confidentiality and professional standards.