Remote Client Service Associate – Wealth Management

lplfinancial; United States; Remote; USD 34,000 - 59,000; Full time

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a full-time remote team member to support Financial Advisors within our Large Enterprise model. You will handle client inquiries, manage account activities, and collaborate across departments to deliver timely service while expanding wealth-management knowledge.

The role emphasizes strong communication, accuracy, and client-focused outcomes. Ideal candidates will hold SIE, Series 7 and 66 licenses, have remote-work experience, and be prepared to travel about once per

Qualifications

• 2+ years of financial industry experience, preferably in wealth management.
• SIE, Series 7 and 66 licenses.
• Strong background in client service with excellent communication skills.
• Proven ability to work in a remote environment with travel about once per year.

Responsibilities

• Daily direct communication with advisors and clients while owning inquiries through to resolution.
• Address questions from clients about account activity, policies and documentation requests.
• Proactive outreach to clients and advisors on time-sensitive activities such as RMDs, distributions and tax forms.
• Submit instructions for account activities on behalf of the advisor and clients (New Accounts, Cash Management, Transfers, Account Maintenance, Trade Orders).
• Research complex situations, set client expectations, and coordinate with internal departments to ensure timely service delivery.
• Educate clients and advisors on account services, capabilities and new technology (eSignature, paperless statements, Account View).
• Contribute to peers' development by sharing best practices and participating in project work.

Skills

Client service

Communication skills

Remote work

Financial industry experience

SIE licensing

Series 7

Series 66

Job description

LPL Financial is seeking a full-time remote team member to support Financial Advisors within our Large Enterprise model. You will handle client inquiries, manage account activities, and collaborate across departments to deliver timely service while expanding wealth-management knowledge.

The role emphasizes strong communication, accuracy, and client-focused outcomes. Ideal candidates will hold SIE, Series 7 and 66 licenses, have remote-work experience, and be prepared to travel about once per