Part-Time Client Experience & Operations Associate

LPL Financial LLC; Hudson (WI); On-site; USD 57,859 - 95,054; Part time

Benefits offered by this job

401(k) matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking a Client Service Associate to support financial advisors and deliver an exceptional client experience. This part-time, on-site role focuses on client communication, appointment coordination, and accurate handling of account-related requests.

You will maintain client records, assist with reports and correspondence, and help ensure compliance while supporting a collaborative team in a branch office.

Qualifications

• Strong organizational skills and keen attention to detail.
• Excellent verbal and written communication abilities.
• Proficient with Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Experience using CRM systems and managing client records with discretion.

Responsibilities

• Serve as first point of contact for clients via phone, email, and in person.
• Schedule and confirm client meetings; prepare documentation and follow ups.
• Address inquiries related to accounts, statements, and online access.
• Process client requests such as address changes, beneficiary updates, and transfers.

Skills

Organizational skills

Verbal communication

Written communication

Problem solving

Education

Bachelor's degree in business/finance

Associate degree

Tools

Microsoft Office

CRM software

Job description

LPL Financial LLC is seeking a Client Service Associate to support financial advisors and deliver an exceptional client experience. This part-time, on-site role focuses on client communication, appointment coordination, and accurate handling of account-related requests.

You will maintain client records, assist with reports and correspondence, and help ensure compliance while supporting a collaborative team in a branch office.