Client Experience Specialist - Financial Services

LPL Financial LLC; McKownville (NY); On-site; USD 67,395,000 - 112,239,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking a Client Service Associate in New York to support financial advisors and deliver an exceptional client experience. You will handle administrative tasks, client relationships, and branch operations with professionalism.

Responsibilities include coordinating meetings, processing account requests, maintaining CRM records, and assisting with reports and client communications while upholding FINRA/SEC guidelines and confidentiality.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent verbal and written communication abilities.
• Ability to learn and use CRM systems and MS Office.
• Professionalism, discretion, and ethical conduct.

Responsibilities

• Serve as the first point of contact for clients by phone, email, and in person.
• Schedule meetings, prepare documents, and follow up with clients.
• Process account maintenance requests and ensure accuracy and confidentiality.
• Maintain client records in the CRM and prepare reports and correspondence.
• Coordinate calendar, reviews, and liaison with custodians and firms.

Skills

Organizational skills

Verbal and written communication

Problem-solving

Professionalism and discretion

Education

Associate or Bachelor’s degree

Tools

CRM systems

Microsoft Office Suite

Job description

LPL Financial Holdings Inc. is seeking a Client Service Associate in New York to support financial advisors and deliver an exceptional client experience. You will handle administrative tasks, client relationships, and branch operations with professionalism.

Responsibilities include coordinating meetings, processing account requests, maintaining CRM records, and assisting with reports and client communications while upholding FINRA/SEC guidelines and confidentiality.