Client Service Associate - Pittsfield,MA

LPL Financial; Pittsfield (MA); Presencial; USD 32 000 - 54 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Resumo da oferta

LPL Financial Holdings Inc. is seeking a Client Service Associate in Pittsfield, MA, for an in-office, full-time role with a Monday–Friday schedule. You will support financial advisors and enhance the client experience through proactive service and efficient office operations.

The role emphasizes administrative tasks, client relationship management, and branch operations. Ideal candidates are highly organized, detail oriented, and thrive in a fast-paced, team-driven environment with

Qualificações

• 2+ years of experience in financial services, client service, or administrative support.
• Excellent verbal and written communication, professionalism, discretion, and ethical conduct.
• Proficient in Microsoft Office Suite and CRM systems; capable of working independently and in a team.

Responsabilidades

• Serve as the primary contact for clients, delivering exceptional service via phone, email, and in person.
• Schedule client meetings and prepare documentation for accounts and maintenance requests.
• Maintain accurate client records and ensure compliance with FINRA, SEC, and firm policies.
• Coordinate with custodians and financial institutions to resolve account-related matters.
• Support advisor calendars, reports, and client communications; assist with events and marketing initiatives.

Conhecimentos

Client service experience

Strong communication

Organization

Formação académica

Associate or bachelor’s degree preferred in Business, Accounting, Finance

Ferramentas

Microsoft Office Suite

CRM systems

Descrição da oferta de emprego

This is a full-time, in-office position located in Pittsfield, with a Monday-Friday schedule

This is a full-time, in-office position located in Pittsfield, with a Monday-Friday schedule

Where Ambition Meets InnovationBuild 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:The Client Service Associate plays 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 branch office. The ideal candidate is highly organized, detail oriented, and able to handle multiple responsibilities while maintaining a professional and client focused approach.

Responsibilities:The Client Service Associate serves as the primary point of contact for clients, delivering exceptional service and support via phone, email, and in person. This role is responsible for scheduling client meetings, preparing documentation, processing account maintenance requests, and ensuring the timely completion of new account paperwork. The CSA maintains accurate client records, supports compliance with FINRA, SEC, and firm policies, and coordinates with custodians and financial institutions to resolve account-related matters. Additional responsibilities include managing advisor calendars, preparing reports and correspondence, handling general office administration, and assisting with client events, communications, newsletters, and marketing initiatives.

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 experience in a financial services, client service, or administrative support role, with strong organizational skills and exceptional attention to detail.
• 2+ years of experience demonstrating excellent verbal and written communication skills, professionalism, discretion, ethical conduct, and the ability to build strong relationships with clients and colleagues.
• 2+ years of experience utilizing Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), learning and navigating CRM systems, solving problems effectively, and working both independently and collaboratively within a team environment.

Preferences:

• Associate or bachelor\'s degree preferred in Business, Accounting, Finance, or a related field.
• 2+ years of experience in a financial services, client service, or administrative support role.

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. Your recruiter will be happy to discuss all that LPL has to offer!

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 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.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.