Client Experience Associate - Part-Time (Financial Services)

LPL Financial LLC; Hudson (WI); On-site; USD 49,000 - 81,000; Part time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC in Wisconsin seeks a Client Service Associate to support financial advisors and ensure an exceptional client experience. This role handles administrative tasks, client relationship management, and branch operations with accuracy and confidentiality.

The ideal candidate is highly organized, detail-oriented, and capable of coordinating meetings, processing account changes, and maintaining CRM records while working well in a team.

Qualifications

• Part-time on-site Monday - Thursday 8:00 - 2:00, with some flexibility as needed.
• Excellent verbal and written communication skills.
• Strong organizational skills with keen attention to detail.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to learn and use CRM systems.
• Strong problem-solving skills and ability to work independently and with a team.
• High level of professionalism, discretion and ethical conduct.

Responsibilities

• Serve as the first point of contact for clients via phone, email and in person.
• Schedule and confirm client meetings, prepare necessary documentation, and assist with follow-ups.
• Address inquiries related to account maintenance, statements and online access.
• Process requests such as beneficiary updates, address changes, RMDs, and transfers.
• Maintain confidentiality and comply with FINRA/SEC policies.
• Manage calendars and organize client review meetings for advisors.
• Prepare, proofread, and distribute reports and correspondence.
• Maintain client records in the CRM system and ensure data accuracy.
• Coordinate with custodians and fund companies to process transactions.

Skills

Strong organizational skills

Excellent verbal and written commu n

Education

Associate or bachelor’s degree in business/finance

Tools

Microsoft Office Suite

CRM systems

Job description

LPL Financial LLC in Wisconsin seeks a Client Service Associate to support financial advisors and ensure an exceptional client experience. This role handles administrative tasks, client relationship management, and branch operations with accuracy and confidentiality.

The ideal candidate is highly organized, detail-oriented, and capable of coordinating meetings, processing account changes, and maintaining CRM records while working well in a team.