In-Office Client Services Specialist – Wealth Advisory

LPL Employee Services; United States; On-site; USD 36,000 - 59,000; 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 hiring for a full-time, on-site role in Kingsport, TN to support Financial Advisors through the Employee Advisor Model. The position emphasizes client service, proactive communication, and process improvement with opportunities to collaborate across departments.

The role focuses on delivering timely responses, managing account-related inquiries, and educating clients on services and technology while supporting a fast-paced, team-oriented environment.

Qualifications

• 1+ years of financial industry experience, preferably wealth management.
• Strong background in client service with excellent communication skills.
• Strong attention to detail and organizational skills.
• Effective oral and written communication; able to explain complex information clearly.
• Interpersonal skills to build relationships with clients and colleagues.
• Time management to handle multiple projects and deadlines.
• Analytical and problem-solving abilities.
• Experience with Microsoft Office (Outlook, Word, Excel).

Responsibilities

• Daily direct communication with advisors and clients, owning inquiries to timely resolution.
• Address questions on account activity, policies and documentation requests.
• Proactive outreach to clients and advisors on time-sensitive activities.
• Submit instructions for account activities for advisor and client accounts.
• Research complex situations, set expectations, and coordinate with internal teams.
• Educate clients and advisors on account services and new technology.
• Contribute to peer development and project work.

Skills

Client service

Communication skills

Attention to detail

Oral and written communication

Interpersonal skills

Time management

Analytical / problem-solving

MS Office (Outlook, Word, Excel)

Tools

Microsoft Office Suite

Job description

LPL Financial is hiring for a full-time, on-site role in Kingsport, TN to support Financial Advisors through the Employee Advisor Model. The position emphasizes client service, proactive communication, and process improvement with opportunities to collaborate across departments.

The role focuses on delivering timely responses, managing account-related inquiries, and educating clients on services and technology while supporting a fast-paced, team-oriented environment.