On-Site Client Services Associate for Financial Advisors

LPL Financial LLC; Lakeland (FL); On-site; USD 67,456,000 - 112,239,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. in Lakeland, FL seeks a Client Service Associate to provide administrative support to an advisor or team of advisors on-site five days a week. You will manage client communications, scheduling, and documentation to ensure timely service and accuracy.

The role requires experience with MS Word/Excel/PowerPoint and strong customer service skills, plus familiarity with CRM systems. Bachelor's degree in business/finance and Series 7/66 preferred.

Qualifications

• 2+ years of experience with Microsoft Word, Excel and PowerPoint.
• 2+ years of prior Customer Service experience.
• Bachelor's degree in Business, Accounting or Finance.
• Series 7 and/or Series 66 license required or pursuing/completed.

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.
• Manage account activities: new accounts, cash management, transfers, and maintenance.
• Proactive outreach to clients/advisors on time-sensitive activities (e.g., RMDs).
• Educate clients on account services and tools (eSignature, paperless statements, Account View).

Skills

Microsoft Word

Excel

PowerPoint

CRM applications

Customer service

Communication

Detail oriented

Education

Bachelor's degree (Business/Accounting/Finance)

Tools

CRM systems

LPL Office Essentials

iKnow

Job description

LPL Financial Holdings Inc. in Lakeland, FL seeks a Client Service Associate to provide administrative support to an advisor or team of advisors on-site five days a week. You will manage client communications, scheduling, and documentation to ensure timely service and accuracy.

The role requires experience with MS Word/Excel/PowerPoint and strong customer service skills, plus familiarity with CRM systems. Bachelor's degree in business/finance and Series 7/66 preferred.