Client Experience Associate – Financial Services

LPL Financial; Pittsfield (MA); On-site; USD 32,000 - 54,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial 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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client service experience

Strong communication

Organization

Education

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

Tools

Microsoft Office Suite

CRM systems

Job description

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