Remote Client Service Specialist – Wealth Management

lplfinancial; United States; Remote; USD 33,000 - 54,000; Full time

Job summary

LPL Financial is seeking a Client Service Associate to provide administrative support to an advisor or team of advisors, helping maintain client service quality. The role requires strong attention to detail, excellent customer service skills, and superb written and verbal communication in a fast-paced, team-oriented environment.

Responsibilities include scheduling, updating client information in management systems, onboarding support for new accounts and transfers, proactive outreach on

Qualifications

• 2+ years of financial industry experience, preferably in wealth management.
• 2+ years of experience in the client service industry supporting clients and financial advisors.
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications.

Responsibilities

• Answer phones, schedule appointments, and prepare materials for client meetings
• Keep client management systems up to date with client information
• Assist with information and documentation requirements for new accounts, transfers, and more
• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
• Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
• Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.

Skills

Attention to detail

Customer service

Communication skills

Education

Bachelor’s Degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

CRM applications

Job description

LPL Financial is seeking a Client Service Associate to provide administrative support to an advisor or team of advisors, helping maintain client service quality. The role requires strong attention to detail, excellent customer service skills, and superb written and verbal communication in a fast-paced, team-oriented environment.

Responsibilities include scheduling, updating client information in management systems, onboarding support for new accounts and transfers, proactive outreach on