Client Service Associate - Nashua, NH

lplfinancial; Nashua (NH); On-site; USD 33,000 - 54,000; Full time

Job summary

LPL Financial in Nashua, NH is hiring a client-focused professional to support Financial Advisors and clients, handling inquiries on account activity, documentation, and tax forms. You will collaborate across internal teams to resolve issues and educate users on eSignature and digital tools.

The role emphasizes strong communication, organizational skills, and the ability to manage multiple tasks in a fast-paced environment, with opportunities to advance within the advisor services group.

Qualifications

• 2+ years of financial industry experience, preferably in wealth management.
• 2+ years of experience in the client service industry.

Responsibilities

• Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms.
• Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution.
• Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work.
• Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption.
• Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

Skills

Client service

Financial industry

Team collaboration

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.

Job Overview

Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL Financial is the place for you!

This is an in-office Nashua,NH employment opportunity that would allow you to support Financial Advisors with LPL Financial under our Employee Advisor Model. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.

Responsibilities

• Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms.
• Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution.
• Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work.
• Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption.
• Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

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

• 2+ years of financial industry experience, preferably in wealth management
• 2+ years of experience in the client service industry

Preferences

• Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
• Strong attention to detail and organizational skills
• Effective oral and written communication; able to explain complex information clearly and simply
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
• Time management skills with the ability to handle multiple projects and deadlines
• Possess strong analytical and problem-solving skills
• Self-motivated, driven and takes initiativeExperience with the Microsoft program suite (Outlook, Word, Excel)

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, 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 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.