Financial Client Services Associate

LPL Financial; Melbourne (FL); On-site; USD 36,000 - 59,000; Full time

Job summary

LPL Financial is seeking a Registered Client Service Associate to provide administrative support to an advisor or team of advisors in Lakeland, FL. The role focuses on client service, scheduling, and maintaining accurate client information while supporting daily operations and meeting preparation.

Ideal candidates will have strong attention to detail, excellent communication skills, Series 7 license, and experience working with financial advisors and client onboarding.

Qualifications

• Series 7 license required
• Minimum 5 years in Client Service/financial services
• Bachelor’s degree in business, accounting or finance preferred
• Experience with Financial Advisors and branch/home office support

Responsibilities

• Inbound client calls, schedule appointments, and prepare materials for client meetings
• Keep client management systems up to date with client information
• Assist with documentation requirements for new business
• Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance
• Conduct proactive outreach to clients and advisors on time sensitive activities
• Own inquiries and coordinate with internal departments to meet client expectations
• Educate clients on account services and new technology – eSignature, paperless statements, Account View
• Partner with Financial Advisor to strategize on opportunities to meet client needs
• Independently hold routine meetings with established clients
• Assist in executing trades for clients as needed

Skills

Customer focus

Verbal communication

Written communication

CRM proficiency

Multi-project management

Attention to detail

Education

Bachelor's degree

Tools

MS Word

Excel

PowerPoint

CRM systems

Job description

LPL Financial is seeking a Registered Client Service Associate to provide administrative support to an advisor or team of advisors in Lakeland, FL. The role focuses on client service, scheduling, and maintaining accurate client information while supporting daily operations and meeting preparation.

Ideal candidates will have strong attention to detail, excellent communication skills, Series 7 license, and experience working with financial advisors and client onboarding.