Client Service Associate - Pittsfield,MA

LPL Financial LLC; Pittsfield (MA); On-site; USD 49,000 - 81,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking a Client Service Associate to support financial advisors and deliver an exceptional client experience. The role focuses on administrative tasks, client relationship management, and branch operations.

You will handle client inquiries, schedule meetings, prepare documents, process account maintenance, maintain records, ensure compliance with FINRA/SEC, and assist with communications, events, and marketing initiatives.

Qualifications

• 2+ years in financial services, client service, or admin support with strong organizational skills.
• 2+ years of verbal and written communication experience, professionalism, discretion, and relationship-building.
• Proficient in Microsoft Office and CRM systems; able to work independently and in a team.

Responsibilities

• Primary point of contact for clients via phone, email, and in person.
• Schedule client meetings, prepare documentation, process account maintenance, and complete new account paperwork.
• Maintain accurate client records, support compliance with FINRA/SEC and firm policies, and coordinate with custodians.
• Assist with advisor calendars, reports, correspondence, general office administration, client events, newsletters, and marketing initiatives.

Skills

Client service

Communication

Organizational skills

Attention to detail

Teamwork

Problem solving

Education

Associate or bachelor's degree in Business/Finance/related field

Tools

Microsoft Office Suite

CRM systems

Job description

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, 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. 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]. EAC 5.19.26

LPL Financial is the nation’s largest independent broker-dealer. Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. We Are LPL Benefits Culture Social Responsibility