Client Experience Specialist - Financial Services

LPL Employee Services; The Villages (FL); On-site; USD 32,000 - 54,000; 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 an exceptional client experience in our Florida branch. The role emphasizes organization, attention to detail, and a client-focused mindset in a collaborative environment.

Responsibilities cover client inquiries, appointment scheduling, account maintenance support, CRM data accuracy, and coordination with custodians. A professional, compliant approach is essential.

Qualifications

• Minimum 2 years experience in a financial services or administrative support role.
• Associate or bachelor’s degree in business, accounting or finance.
• Strong organizational skills with a keen 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 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 general client inquiries related to account maintenance, statements, and online access.
• Ensure timely and accurate processing of client requests, such as beneficiary updates, address changes, RMDs, and transfers.
• Maintain strict confidentiality regarding client information and adhere to compliance guidelines.
• Manage calendars, coordinate appointments, and organize client review meetings for financial advisors.
• Prepare, proofread, and distribute reports, presentations and correspondence.
• Maintain and update client records in the firm’s CRM system, ensuring data accuracy.
• Handle incoming and outgoing mail, including scanning and filing important documents.
• Order office supplies and assist with general office upkeep.
• Process new account paperwork, ensuring all required documentation is completed and compliant.
• Assist in maintaining compliance records, ensuring adherence to FINRA, SEC and firm policies.
• Support the team in monitoring client accounts for accuracy and resolving administrative issues.
• Coordinating with custodians, fund companies, and other financial institutions to process transactions and resolve client account issues.
• Assist in organizing client appreciation events, webinars, and educational seminars.
• Help manage social media updates, newsletters, and other client communication initiatives.

Skills

Organizational skills

Verbal communication

Written communication

Microsoft Office

CRM systems

Problem solving

Independence & teamwork

Education

Associate degree

Bachelor’s degree

Tools

Microsoft Office Suite

CRM systems

Job description

LPL Financial is seeking a Client Service Associate to support financial advisors and deliver an exceptional client experience in our Florida branch. The role emphasizes organization, attention to detail, and a client-focused mindset in a collaborative environment.

Responsibilities cover client inquiries, appointment scheduling, account maintenance support, CRM data accuracy, and coordination with custodians. A professional, compliant approach is essential.