Client Service Associate - Aberdeen,SD

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

Job summary

LPL Financial LLC is seeking a Client Service Associate to support financial advisors and deliver an exceptional client experience. The role involves client contact, calendar coordination, account maintenance, and CRM-based record keeping in a fast-paced office environment.

The ideal candidate will be highly organized, detail oriented, and able to work independently and with a team, while upholding confidentiality and professional standards.

Qualifications

• In-office role Monday–Friday.
• -Strong organizational and detail orientation.
• Excellent verbal and written communication abilities.
• Proficient with Microsoft Office Suite and CRM systems.

Responsibilities

• Serve as the primary client contact via phone, email, and in-person interactions.
• Coordinate advisor calendars and client meeting logistics.
• Process new accounts, transfers, beneficiary changes, and other maintenance tasks.
• Maintain accurate client records in the CRM and support compliance.
• Collaborate with custodians and financial institutions to resolve issues and process transactions.
• Support office operations and client engagement through admin tasks and events.

Skills

Organizational skills

Verbal and written communication

Microsoft Office Suite

CRM systems usage

Problem solving

Professionalism and discretion

Education

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

Tools

Microsoft Office

CRM systems

Job description

Job Overview

The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience. This position is responsible for administrative tasks, client relationship management, and operational support within the branch office. The ideal candidate is highly organized, detail oriented, and able to handle multiple responsibilities while maintaining a professional and client focused approach.

Responsibilities

• Serve as the primary point of contact for clients, providing exceptional service and support through phone, email, and in-person interactions while addressing account inquiries and service requests.
• Coordinate advisor calendars, schedule client meetings, prepare meeting materials, and manage follow-up communications to ensure a seamless client experience.
• Process new account openings, transfers, beneficiary changes, RMDs, address updates, and other account maintenance activities with accuracy and attention to detail.
• Maintain accurate client records within the CRM system and support compliance efforts by adhering to firm, FINRA, and SEC regulations while safeguarding confidential client information.
• Collaborate with custodians, fund companies, and financial institutions to process transactions, resolve account issues, and monitor account accuracy.
• Support overall office operations and client engagement initiatives through document preparation, mail management, event coordination, educational seminars, newsletters, social media updates, and administrative support.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• In-Office role M-F
• 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 the ability to work both independently and with a team.
• High level of professionalism, discretion, and ethical conduct.

Preferences

• Associate or bachelor’s degree, preferably in business, accounting or finance.

Pay Range

Pay Range: $23.52-$39.17/hour. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources they need to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].

EAC 5.19.26 LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best - create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility