Client Success Associate — Wealth Management Support

LPL Financial LLC; Nashua (NH); On-site; USD 32,000 - 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 is seeking a collaborative client services professional in Nashua, NH to support Financial Advisors and clients with account activity, documentation, and service inquiries. You’ll help manage time-sensitive tasks, educate clients on services and technology, and contribute to process improvements within a growing firm.

Ideal candidates have 2+ years in financial services or client service, strong communication skills, and proficiency with the Microsoft Office suite.

Job description

LPL Financial is seeking a collaborative client services professional in Nashua, NH to support Financial Advisors and clients with account activity, documentation, and service inquiries. You’ll help manage time-sensitive tasks, educate clients on services and technology, and contribute to process improvements within a growing firm.

Ideal candidates have 2+ years in financial services or client service, strong communication skills, and proficiency with the Microsoft Office suite.