Client Service Associate - Remote

lplfinancial; Town of Florida (NY); Remote; USD 32,000 - 54,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking a client service professional to support clients and financial advisors in a remote role. You will answer calls, schedule meetings, and keep client records up to date while facilitating new accounts and transfers.

Ideal candidates have 2+ years in financial services and strong communication skills, with proficiency in Word, Excel, PowerPoint, and CRM systems. The role emphasizes collaborative teamwork and delivering timely service.

Qualifications

• 2+ years of financial industry experience, preferably wealth management.
• 2+ years in client service supporting clients and financial advisors.
• Proficiency in Word, Excel, PowerPoint; CRM applications.

Responsibilities

• Answer phones, schedule appointments, and prepare materials for meetings.
• Keep client management systems up to date with client information.
• Assist with information and documentation for new accounts and transfers.
• Proactive outreach to clients/advisors on time-sensitive activities.
• Manage account activities including new accounts, cash management, transfers.
• Own inquiries; coordinate with internal departments for timely service.
• Educate clients on account services and new technology like eSignature.

Skills

Client service

Financial industry

Effective communication

CRM systems

Education

Bachelor’s Degree Preferred

Tools

CRM Applications

Microsoft Word

Excel

PowerPoint

Job description

Job Overview:

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.

Responsibilities:

• Answer phones, schedule appointments, and prepare materials for client meetings
• Keep client management systems up to date with client information
• Assist with information and documentation requirements for new accounts, transfers, and more
• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
• Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
• Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.

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 supporting clients and financial advisors
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications

Preferences:

• Bachelor’s Degree Preferred
• Series 7 and 66 licenses
• Organized with a strong attention to detail and problem-solving abilities
• Effective oral and written communication; able to explain complex information clearly and simply
• Time management skills with the ability to handle multiple projects and deadlines
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
• Ability to analyze and research information
• Plenty of drive, initiative, and motivation

#LI – Remote

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 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.

Information on Interviews:

LPL will only communicate with a job applicant directly from [e-mail] 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(855) 575-6947.

Principals only. EOE.