Remote Client Service Associate - Wealth Management

LPL Financial LLC; San Diego (CA); Remote; USD 36,000 - 59,000; Full time

Benefits offered by this job

401K matching

Health benefits

Paid time off

Job summary

LPL Financial in the United States is seeking a Client Service Associate to provide administrative support to a team of advisors and to help deliver timely service and positive outcomes for clients.

The role emphasizes attention to detail, strong customer service, and proficiency with Word, Excel, and CRM tools. You will educate clients on account services and new technology, assist with new business documentation, and support advisors in coordinating client needs.

Qualifications

• 3+ years of experience in wealth management or client-facing admin
• Experience supporting financial advisors in a client-facing role
• Strong Microsoft Word and Excel skills; CRM familiarity
• Excellent verbal and written communication skills
• Bachelor’s degree in Business/Accounting/Finance preferred

Responsibilities

• Own inquiries and coordinate with internal departments to ensure timely service delivery
• Educate clients on account services and new technology (eSignature, paperless statements, Account View)
• Partner with Financial Advisor to meet client needs
• Handle inbound client calls, schedule appointments, and prepare meeting materials
• Manage account activities (new accounts, transfers, distributions, maintenance)
• Keep client management systems up to date
• Assist with documentation for new business
• Proactive outreach to clients and advisors on time-sensitive activities
• May assist in executing trades for clients as needed

Skills

Customer service

Attention to detail

Verbal communication

Written communication

Team collaboration

Analytical skills

Problem solving

Education

Bachelor's degree in Business, Accounting or Finance

Tools

Microsoft Word

Excel

CRM applications

Job description

LPL Financial in the United States is seeking a Client Service Associate to provide administrative support to a team of advisors and to help deliver timely service and positive outcomes for clients.

The role emphasizes attention to detail, strong customer service, and proficiency with Word, Excel, and CRM tools. You will educate clients on account services and new technology, assist with new business documentation, and support advisors in coordinating client needs.