Remote Client Services Associate

Visa Hunt; United States; On-site; USD 33,000 - 54,000; Full time

Job summary

LPL Financial is seeking a Client Service Associate to provide administrative and operational support for advisors and clients in the Employee Model. The role emphasizes professional communication, attention to detail, and timely follow-through across client relationship management, account administration, and branch operations.

We look for candidates who collaborate well, uphold integrity, and deliver exceptional client experiences in a fast-paced team environment.

Qualifications

• 2+ years of customer service experience with strong verbal and written communication.
• 2+ years of managing multiple priorities in fast-paced environments with strong organizational skills.
• 2+ years of experience using Microsoft Office Suite and CRM systems.
• Open to travel up to 10-15%.
• Comfortable using AI.
• Willing to obtain Series 7 and 66 within 120 days.

Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person.
• Schedule and confirm client meetings and prepare documentation.
• Manage client inquiries related to account maintenance.
• Process beneficiary updates, address changes, RMDs, and transfers.
• Maintain client information in CRM and other systems.
• Prepare meeting materials for advisors and ensure regulatory compliance.
• Assist with new business documentation and account openings.
• Support branch operations, audits, and internal reporting.
• Assist with client communication initiatives and events.
• Draft professional correspondence and presentations.

Skills

Client service

Communication

Interpersonal skills

Initiative

Discretion

Education

Associate or bachelor’s degree in Business, Accounting, or Finance

Tools

Microsoft Office Suite

CRM systems

Job description

LPL Financial is seeking a Client Service Associate to provide administrative and operational support for advisors and clients in the Employee Model. The role emphasizes professional communication, attention to detail, and timely follow-through across client relationship management, account administration, and branch operations.

We look for candidates who collaborate well, uphold integrity, and deliver exceptional client experiences in a fast-paced team environment.