Client Experience Specialist (Remote)

LPL Financial LLC; California (MO); Hybrid; USD 36,000 - 59,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial LLC is seeking a Client Service Associate to provide administrative and operational support to advisors and clients in the Employee Model. The role focuses on delivering excellent client experiences through professional communication, accurate processing, and reliable follow-through.

Responsibilities include handling client inquiries, coordinating meetings, maintaining CRM data, processing account changes, and supporting branch operations while collaborating with teams to ensure

Qualifications

• 2+ years of customer service experience with strong verbal and written communication skills.
• 2+ years of experience managing multiple priorities and projects in fast-paced environments.
• 2+ years of experience utilizing Microsoft Office Suite and CRM systems.

Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person.
• Schedule and confirm client meetings, prepare documentation, and assist with follow-up tasks.
• Manage client inquiries related to account maintenance, statements, and online access.

Skills

Customer service

Verbal communication

Written communication

CRM systems

Multitasking

Microsoft Office

Education

Associate's or Bachelor's degree

Tools

Microsoft Office Suite

CRM systems

Job description

LPL Financial LLC is seeking a Client Service Associate to provide administrative and operational support to advisors and clients in the Employee Model. The role focuses on delivering excellent client experiences through professional communication, accurate processing, and reliable follow-through.

Responsibilities include handling client inquiries, coordinating meetings, maintaining CRM data, processing account changes, and supporting branch operations while collaborating with teams to ensure