In-Office Wealth Client Services Associate

LPL Financial LLC; New York (NY); On-site; USD 49,000 - 81,000; Full time

Job summary

LPL Financial LLC is seeking a Client Service Associate to support Financial Advisors in an in-office role. You will handle client inquiries, account requests, onboarding, and ongoing client engagement to help grow the practice.

This position emphasizes compliance and collaboration across departments. The ideal candidate has 2+ years of elite client service experience, familiarity with wealth management, and strong organizational skills.

Qualifications

• 2+ years of white glove client service to executives, professionals, or discerning clients.
• CRM and Technology proficiency required.
• Experience in Wealth Management, Banking or Advisory Support.
• Strong organizational and communication skills.

Responsibilities

• Serve as the primary contact for clients, addressing inquiries and educating them on firm services.
• Assist with account-related requests including transactions, maintenance, and online access.
• Manage client onboarding, collect documentation, assess risk profiles, and maintain records.
• Prepare reports, monitor alerts, support audits and regulatory reviews.
• Collaborate with advisors on business plans, marketing initiatives, and client engagement.
• Perform administrative tasks such as scheduling, travel, and expense reporting.

Skills

Client service

Communication

Organizational skills

Tools

CRM systems

ACAT processing

Online access support

Job description

LPL Financial LLC is seeking a Client Service Associate to support Financial Advisors in an in-office role. You will handle client inquiries, account requests, onboarding, and ongoing client engagement to help grow the practice.

This position emphasizes compliance and collaboration across departments. The ideal candidate has 2+ years of elite client service experience, familiarity with wealth management, and strong organizational skills.