Client Experience Associate — Financial Services

LPL Financial LLC

North Carolina

Hybrid

USD 32,000 - 54,000

Full time

6 days ago

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Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial LLC is seeking a Client Service Associate to provide administrative and operational support to advisors and clients in the Employee Model. The role emphasizes professional communication, detail‑oriented execution, and reliable follow‑through to enhance the client experience.

The position requires experience in customer service, strong organizational skills, and proficiency with Microsoft Office and CRM systems.

Qualifications

2+ years of experience delivering exceptional customer service with strong verbal and written communication skills.
2+ years of experience managing multiple priorities and projects in fast-paced environments with strong organizational skills.
2+ years of experience utilizing Microsoft Office Suite and CRM systems while supporting clients, advisors, and cross-functional teams.

Responsibilities

Serve as the first point of contact for clients via phone, email, and in person.
Schedule and confirm client meetings, prepare documents, and assist with follow-ups.
Manage client inquiries related to account maintenance, statements, and online access.
Process client requests such as beneficiary updates, address changes, RMDs, and transfers accurately.
Maintain accurate client information in CRM and other systems.
Prepare meeting materials for advisors ensuring regulatory compliance.
Assist with documentation for new business, account openings, and maintenance.
Support branch operational activities, audits, and internal reporting.
Contribute to marketing and client appreciation events and communications.
Draft professional correspondence and internal/external communications.