Client Service Associate - Kennewick, WA

LPL Financial LLC; Kennewick (WA); On-site; USD 67,482,000 - 112,239,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

Cornerstone Wealth Strategies, located in Kennewick, Washington, seeks a Client Service Specialist to support financial advisors and deliver exceptional client experiences. This role focuses on administration, client relationship management, and operational support within the office.

Join LPL Financial in partnership, enjoy access to innovative resources, and contribute to a growing, client-focused practice through collaboration, attention to detail, and strong communication.

Qualifications

• Outstanding interpersonal skills; ability to build relationships with clients and partners.
• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook; CRM applications.
• Ability to multi-task and manage multiple projects and tasks.
• Strong written and verbal communication; present complex information clearly.

Responsibilities

• Perform administrative, operational, and customer support tasks.
• Maintain communication with current clients via mail, email, and phone.
• Answer phones and schedule appointments.
• Basic graphic design for marketing materials and social media.
• Assist with planning and coordinating client events.

Skills

Interpersonal skills

Communication

Multi-tasking

Attention to detail

Education

Associate or Bachelor’s degree in business/finance

Tools

Microsoft Word

Excel

PowerPoint

Outlook

CRM applications

Job description

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, youll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Join Cornerstone Wealth Strategies as our Client Service Specialist, where youll support our team of financial advisors and help deliver an exceptional client experience. In partnership with LPL Financial, youll have access to innovative resources, a collaborative environment, and the opportunity to make a meaningful impact on both our clients and our growing practice.

Cornerstone Wealth Strategies is a financial planning and investment management firm located in Kennewick, Washington. As a boutique firm, we specialize in providing comprehensive, personalized financial planning and wealth management services. Our team of fourteen advisors and support staff operates in a highly efficient, team-oriented environment designed to deliver a unique and deeply client-focused experience.

As we continue to expand, we are looking for talented professionals who share our commitment to excellence.

Job Overview

We are seeking to add a team member who will play 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 office.

Responsibilities

• Perform administrative, operational, and customer support tasks
• Maintain communication with current clients via mail, email, and phone
• Answer phones and schedule appointments
• Basic graphic design for marketing materials and social media
• Assist with planning and coordinating client events

Requirements

• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
• Proficiency in Microsoft Word, Excel, Power Point and Outlook; Client Relationship Management applications
• Ability to multi-task and follow through on projects and tasks
• Strong written and verbal communication skills with the ability to present complex information clearly

Core Competencies

• High attention to detail
• Strong organizational skills
• Excellent client service mindset
• Ability to work independently and collaboratively

Preferences

• Associate or bachelors degree, preferably in business, accounting or finance.
• Prior experience in the financial services industry
• Administrative experience in a professional services environment
• #LI-Onsite

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.

Benefits

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.

EOE.