Client Experience Specialist

LPL Financial LLC; Hudson (WI); On-site; USD 33,000 - 54,000; Part time

Job summary

LPL Financial is seeking a Client Service Associate to support financial advisors and provide an exceptional client experience. The role focuses on administrative tasks, client relationship management, and operational support within the branch office.

The ideal candidate is highly organized, detail oriented, and capable of handling multiple responsibilities while maintaining professionalism and client focus. Part-time on-site schedule applies.

Qualifications

• Strong interpersonal and administrative skills for client interactions.
• Experience using CRM systems to manage client records.
• Proficiency with Word, Excel, Outlook, and PowerPoint.
• Attention to detail and ability to maintain compliance standards.

Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person.
• Schedule meetings, prepare documentation, and assist with follow-ups.
• Process client requests like beneficiary updates, address changes, and transfers.
• Maintain client records in the CRM with accuracy and confidentiality.
• Assist in preparing reports, presentations, and correspondence.

Skills

Customer service

Organizational skills

Verbal & written communication

CRM proficiency

Microsoft Office

Team collaboration

Attention to detail

Education

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

Tools

CRM systems

Microsoft Office Suite

Job description

LPL Financial is seeking a Client Service Associate to support financial advisors and provide an exceptional client experience. The role focuses on administrative tasks, client relationship management, and operational support within the branch office.

The ideal candidate is highly organized, detail oriented, and capable of handling multiple responsibilities while maintaining professionalism and client focus. Part-time on-site schedule applies.