Client Service Associate - Oak Brook,IL

LPL Financial LLC; Oak Brook (IL); On-site; USD 34,000 - 59,000; Full time

Job summary

LPL Financial LLC in Oak Brook, IL is seeking a dedicated professional to support Financial Advisors and clients, handling account activity, policies, and documentation while coordinating time-sensitive tasks. You'll educate clients on services and technology, assist with CRM, and contribute to process improvements, with opportunities to collaborate across departments in a fast-paced environment.

This in-office role emphasizes accuracy, strong communication, and the ability to manage multiple

Qualifications

• 2+ years in wealth management or financial services.
• Ability to explain complex information clearly.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication.
• Experience with CRM systems and reporting tools is a plus.

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

Financial industry experience

Client service

Attention to detail

Communication

Interpersonal skills

Time management

Analytical thinking

Self-motivated

Tools

MS Office

Job description

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 Oak Brook, IL 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 client service industry
• 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 initiative
• Experience with the Microsoft program suite (Outlook, Word, Excel)

Preferences

• Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
• Strong attention to detail and organizational skills

Pay Range

$25.85-$43.08/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.

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].

Principals only. EOE.

EAC 5.19.26 LPL Financial is the nation’s largest independent broker-dealer.