Client Experience Associate – Financial Services

LPL Financial; Pittsfield (MA); Vor Ort; USD 32.000 - 54.000; Vollzeit

Benefits dieser Stelle

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Zusammenfassung

LPL Financial Holdings Inc. is seeking a Client Service Associate in Pittsfield, MA, for an in-office, full-time role with a Monday–Friday schedule. You will support financial advisors and enhance the client experience through proactive service and efficient office operations.

The role emphasizes administrative tasks, client relationship management, and branch operations. Ideal candidates are highly organized, detail oriented, and thrive in a fast-paced, team-driven environment with

Qualifikationen

• 2+ years of experience in financial services, client service, or administrative support.
• Excellent verbal and written communication, professionalism, discretion, and ethical conduct.
• Proficient in Microsoft Office Suite and CRM systems; capable of working independently and in a team.

Aufgaben

• Serve as the primary contact for clients, delivering exceptional service via phone, email, and in person.
• Schedule client meetings and prepare documentation for accounts and maintenance requests.
• Maintain accurate client records and ensure compliance with FINRA, SEC, and firm policies.
• Coordinate with custodians and financial institutions to resolve account-related matters.
• Support advisor calendars, reports, and client communications; assist with events and marketing initiatives.

Kenntnisse

Client service experience

Strong communication

Organization

Ausbildung

Associate or bachelor’s degree preferred in Business, Accounting, Finance

Tools

Microsoft Office Suite

CRM systems

Jobbeschreibung

LPL Financial Holdings Inc. is seeking a Client Service Associate in Pittsfield, MA, for an in-office, full-time role with a Monday–Friday schedule. You will support financial advisors and enhance the client experience through proactive service and efficient office operations.

The role emphasizes administrative tasks, client relationship management, and branch operations. Ideal candidates are highly organized, detail oriented, and thrive in a fast-paced, team-driven environment with