Client Service Specialist – Financial Services

LPL Financial LLC; Harrisburg (Dauphin County); On-site; USD 33,000 - 54,000; 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 in Harrisburg to provide administrative support to advisors and teams. The role emphasizes accuracy, client communication, and proactive service delivery.

The CSA will manage schedules, client data, new accounts, transfers, and periodic activities, while educating clients on available services and technologies. A strong customer service background and relevant licenses are preferred.

Qualifications

• High school diploma or equivalent (Bachelor’s Degree Preferred)
• Series 7 and 66 licenses (for registered CSAs only)
• Prior customer service experience (financial services background preferred)
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications

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
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery
• Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal)

Skills

Attention to detail

Customer service

Microsoft Office

CRM applications

Time management

Communication

Education

High school diploma

Bachelor’s degree preferred

Series 7 and 66 licenses

Tools

Microsoft Word

Excel

PowerPoint

Job description

LPL Financial Holdings Inc. is seeking a Client Service Associate in Harrisburg to provide administrative support to advisors and teams. The role emphasizes accuracy, client communication, and proactive service delivery.

The CSA will manage schedules, client data, new accounts, transfers, and periodic activities, while educating clients on available services and technologies. A strong customer service background and relevant licenses are preferred.