Client Services Specialist for Financial Advisory

LPL Financial; Lakeland (FL); In loco; USD 67.395.000 - 112.239.000; Tempo pieno

Vantaggi offerti da questo lavoro

401K matching

Health benefits

Employee stock options

Paid time off

Descrizione del lavoro

The Client Service Associate (CSA) at LPL Financial in Lakeland, FL provides administrative support to a team of financial advisors, managing daily tasks, client communications, and documentation to sustain high-quality service. Ideal candidates show strong attention to detail, excellent written and verbal communication, and adaptability in a fast-paced office environment.

This on-site role requires five days a week in the Lakeland office, coordinating meetings, preparing materials, and ensuring

Competenze

• 2+ years of experience utilizing Microsoft Word, Excel, and PowerPoint; CRM applications.
• 2+ years of prior Customer Service experience in a fast-paced environment.
• Satisfactory completion of LPL Office Essentials or equivalent within 90 days.

Mansioni

• Inbound client calls, schedule appointments, and prepare materials for client meetings.
• Keep client management systems up-to-date with client information.
• Assist with various documentation requirements for new business.
• Manage account activities that are operational in nature — new accounts, cash management, transfers, and maintenance.
• Conduct proactive outreach to clients and advisors on time-sensitive activities (e.g., RMDs).
• Communicate with internal departments to ensure timely service delivery for clients.
• Educate clients on account services and technology (eSignature, paperless statements, Account View).
• Partner with Financial Advisor to meet client needs; may assist in executing trades.

Conoscenze

Microsoft Word

Excel

PowerPoint

CRM applications

Customer service

Formazione

Bachelor's degree

Strumenti

LPL Office Essentials

iKnow

Resource Center

Descrizione del lavoro

The Client Service Associate (CSA) at LPL Financial in Lakeland, FL provides administrative support to a team of financial advisors, managing daily tasks, client communications, and documentation to sustain high-quality service. Ideal candidates show strong attention to detail, excellent written and verbal communication, and adaptability in a fast-paced office environment.

This on-site role requires five days a week in the Lakeland office, coordinating meetings, preparing materials, and ensuring