Client Service Associate: Elevate Client Experience

lplfinancial; Dickinson (ND); On-site; USD 32,000 - 54,000; Full time

Job summary

LPL Financial, a leading wealth management firm, is seeking a Client Service Associate to support financial advisors and deliver an outstanding client experience. This role handles administrative tasks, client relationships, and operational support within the branch office.

The ideal candidate is organized, detail-oriented, and capable of multitasking while maintaining professionalism and client focus. In-office M-F with opportunities for growth and collaboration.

Qualifications

• High school diploma or equivalent.
• Prior customer service experience.
• In-office role M-F.
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications.

Responsibilities

• Serve as the primary point of contact for clients, delivering exceptional service and support via phone, email, and in-person interactions.
• Coordinate advisor calendars, schedule client meetings, prepare meeting materials, and manage follow-up communications.
• Process and maintain client account requests including new accounts, transfers, beneficiary changes, address updates, RMDs, and account maintenance activities.
• Maintain accurate client records within the CRM system while ensuring compliance with firm, FINRA, and SEC regulations and confidentiality requirements.
• Prepare, proofread, and distribute client correspondence, reports, presentations, and other operational documentation.
• Partner with custodians and financial institutions to facilitate transactions, resolve account issues, and ensure accuracy across client accounts.
• Support office operations and client engagement initiatives, including mail processing, office administration, client events, educational seminars, newsletters, and social media communications.

Skills

Customer service

CRM software

Office suite

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

CRM applications

Job description

LPL Financial, a leading wealth management firm, is seeking a Client Service Associate to support financial advisors and deliver an outstanding client experience. This role handles administrative tasks, client relationships, and operational support within the branch office.

The ideal candidate is organized, detail-oriented, and capable of multitasking while maintaining professionalism and client focus. In-office M-F with opportunities for growth and collaboration.