Client Service Associate - Kennewick, WA

LPL Financial; Kennewick (WA); 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

Cornerstone Wealth Strategies is seeking a Client Service Specialist to support financial advisors and deliver an exceptional client experience. Located in Kennewick, WA, you’ll handle administrative tasks, client relations, and office operations in a fast-paced wealth management environment.

You’ll work in partnership with LPL Financial, leveraging innovative resources and a collaborative team to help clients pursue their financial goals.

Qualifications

• Excellent interpersonal skills with clients, coworkers and partners.
• Proficiency in MS Word/Excel/PowerPoint/Outlook and CRM tools.
• Able to multi-task and communicate clearly in writing and speech.

Responsibilities

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

Skills

Communication

Microsoft Office

CRM

Multi-tasking

Client service

Education

Associate or bachelor’s degree

Tools

Microsoft Word

Microsoft 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, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

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, you’ll 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 you’ll support our team of financial advisors and help deliver an exceptional client experience. In partnership with LPL Financial, you’ll 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 ensure 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

What are we looking for?

A bright, friendly, and detail‑oriented team member who can help deliver a premium client experience. Ideal candidates will bring warmth and professionalism to every interaction and will thrive in a fast‑paced environment. Candidates should be team‑oriented and are eager to grow within a dynamic, client‑focused wealth management team.

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 tasksStrong 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 bachelor’s degree, preferably in business, accounting or finance.
• Prior experience in the financial services industry
• Administrative experience in a professional services environment

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 that allow them to run thriving businesses. 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