Client Experience Specialist — Financial Advisory Support

LPL Financial LLC; Kennewick (WA); On-site; USD 32,000 - 54,000; Full time

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 support financial advisors and deliver an exceptional client experience. You will handle administrative tasks, client relationship management, and branch operations with confidentiality and compliance.

The role emphasizes organization, client focus, and collaboration in a fast-paced environment. On-site work in a branch setting is required, with opportunities to assist in events and communications.

Qualifications

• Organizational skills with attention to detail.
• Excellent verbal and written communication required.
• Proficient in MS Office and CRM systems.

Responsibilities

• Serve as first point of contact for clients via phone, email, and in person.
• Schedule and confirm client meetings; prepare documentation and follow-ups.
• Process client requests such as address changes, beneficiary updates, and transfers.

Skills

Strong organizational skills

Excellent verbal and written komunik?

Communication

Problem solving

Team player

Education

Associate or bachelor’s degree

Tools

Microsoft Office Suite

CRM systems

Job description

LPL Financial LLC is seeking a Client Service Associate to support financial advisors and deliver an exceptional client experience. You will handle administrative tasks, client relationship management, and branch operations with confidentiality and compliance.

The role emphasizes organization, client focus, and collaboration in a fast-paced environment. On-site work in a branch setting is required, with opportunities to assist in events and communications.