Remote Client Services Associate – Wealth Management

LPL Financial LLC; Tallahassee (FL); Remote; USD 36,000 - 59,000; Full time

Benefits offered by this job

Remote work

Job summary

LPL Financial LLC is recruiting for a full-time remote role to support Financial Advisors within the Large Enterprise model. You will partner with multiple advisor offices, providing administrative and operational support while enhancing wealth management knowledge across departments.

The position emphasizes client service, CRM utilization, and collaboration in a remote environment. Travel is occasional; strong communication is essential to deliver timely service to advisors and clients.

Qualifications

• 2+ years of financial industry experience, preferably in wealth management.
• SIE, Series 7 and 66 licenses required.
• Strong client service and communication skills.

Responsibilities

• Handle daily client and advisor inquiries and drive timely resolutions.
• Educate clients on account services and new technology.
• Process account activity instructions and collaborate with internal teams.
• Support remote advisory offices and assist with projects and documentation.

Skills

Financial industry experience

Client service

Communication skills

Remote collaboration

Education

SIE, Series 7 & 66 licenses

Tools

Redtail CRM

Wealthbox CRM

eSignature

Job description

LPL Financial LLC is recruiting for a full-time remote role to support Financial Advisors within the Large Enterprise model. You will partner with multiple advisor offices, providing administrative and operational support while enhancing wealth management knowledge across departments.

The position emphasizes client service, CRM utilization, and collaboration in a remote environment. Travel is occasional; strong communication is essential to deliver timely service to advisors and clients.