Licensed Client Services Associate for Financial Advisors

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

Job summary

LPL Financial LLC is seeking a Registered Client Service Associate to provide administrative support to one or more advisors in Lakeland, FL. The role emphasizes client service, appointment scheduling, and seamless operation of client management systems.

The candidate should have excellent communication, organizational skills, and the ability to handle multiple tasks in a fast-paced environment, with a focus on meeting client needs and supporting advisors.

Qualifications

• Strong customer focus and communication skills are required.
• Ability to manage multiple projects in a fast-paced environment.
• Experience in financial services and client service roles.

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 for new business and account activities.
• Contribute to client service excellence and timely responses.

Skills

Strong customer focus

Excellent verbal & written comms

Multitasking / time management

Attention to detail

Interpersonal skills

Analytical skills

Microsoft Word, Excel, PowerPoint

CRM applications

Financial services background

Customer service experience

Education

Bachelor’s degree in Business/Accounting/Finance

Series 66 (preferred)

Tools

CRM applications

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

LPL Financial LLC is seeking a Registered Client Service Associate to provide administrative support to one or more advisors in Lakeland, FL. The role emphasizes client service, appointment scheduling, and seamless operation of client management systems.

The candidate should have excellent communication, organizational skills, and the ability to handle multiple tasks in a fast-paced environment, with a focus on meeting client needs and supporting advisors.