Client Experience Specialist (Financial Services)

LPL Financial; Aberdeen (SD); On-site; USD 49,000 - 81,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Client Service Associate to support financial advisors and deliver exceptional client experiences in the branch office.

You will handle account maintenance, client communications, and operational tasks, collaborating with custodians and institutions to ensure accurate processing and compliance. A professional, detail-oriented mindset and strong Microsoft Office skills are essential.

Qualifications

• In-Office role Monday–Friday
• Strong organizational skills with attention to detail
• Excellent verbal and written communication skills
• 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 primary contact for clients via phone, email, and in-person interactions
• Coordinate advisor calendars and client meetings, prepare materials
• Process new accounts, transfers, beneficiary changes, and address updates
• Maintain accurate client records in the CRM and support compliance with FINRA/SEC
• Collaborate with custodians and institutions to process transactions and resolve issues
• Support office operations and client engagement through communications and events

Skills

Strong organizational skills

Excellent verbal & written comms

CRM systems

Microsoft Office

Detail oriented

Team player

Education

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

Tools

Microsoft Office

CRM systems

Job description

LPL Financial is seeking a Client Service Associate to support financial advisors and deliver exceptional client experiences in the branch office.

You will handle account maintenance, client communications, and operational tasks, collaborating with custodians and institutions to ensure accurate processing and compliance. A professional, detail-oriented mindset and strong Microsoft Office skills are essential.