Client Service Associate - Wealth Management Support

LPL Financial; Washington (District of Columbia); On-site; USD 36,000 - 59,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking a Client Service Associate in Washington, DC to support financial advisors and deliver exceptional client experiences. The role focuses on administrative tasks, client relationship management, and branch operations, requiring organization and a client-centric approach.

The successful candidate will handle client interactions across channels, manage calendars, process account requests, and assist with events and communications while maintaining compliance with FINRA/SEC

Qualifications

• In-office role M-F.
• High school diploma or equivalent required.
• Prior customer service experience preferred.
• Proficiency in Word, Excel, PowerPoint; CRM applications.
• Series 7 and 66 licenses preferred or required for role.

Responsibilities

• Serve as the primary contact for clients via phone, email, and in person.
• Coordinate advisor calendars and meetings; prepare materials and follow-up.
• Process and maintain client account requests including new accounts and transfers.
• Maintain accurate client records in the CRM and ensure regulatory compliance.
• Prepare and distribute client correspondence, reports, and presentations.
• Support operations and client engagement events and communications.

Skills

Customer service

Communication

Time management

Attention to detail

CRM experience

Education

High school diploma or equivalent

Bachelor’s degree

Series 7 & 66 licenses

Tools

Microsoft Office Suite

CRM systems

Job description

LPL Financial is seeking a Client Service Associate in Washington, DC to support financial advisors and deliver exceptional client experiences. The role focuses on administrative tasks, client relationship management, and branch operations, requiring organization and a client-centric approach.

The successful candidate will handle client interactions across channels, manage calendars, process account requests, and assist with events and communications while maintaining compliance with FINRA/SEC