Remote Client Services Associate, Wealth Management

LPL Financial LLC; Town of Florida (NY); Hybrid; USD 36,000 - 59,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking a remote assistant to support Financial Advisors within the Large Enterprise model. The role involves direct client and advisor communications, handling inquiries, and ensuring timely service delivery across multiple internal departments.

The ideal candidate has 2+ years in financial services, holds SIE, Series 7 and 66 licenses, and excels in client service and communication. Occasional travel may be required to meet advisors and strengthen relationships.

Qualifications

• 2+ years of financial industry experience, preferably in wealth management.
• Strong background in client service with excellent communication skills.
• Able to work remotely and travel occasionally to build relationships with advisors.

Responsibilities

• Provide client service and advisor support, respond to inquiries, manage inquiries to timely resolution, and educate clients on account services and new technology.
• Manage daily operational reports and support account-related activities while coordinating with internal departments to ensure timely service delivery.
• Handle phones, schedule meetings, and keep CRM records up to date; process expense reports as requested.

Skills

Client service

Communication

Remote work

Time management

Attention to detail

Collaboration

Tools

Redtail CRM

Wealth Box

Job description

LPL Financial Holdings Inc. is seeking a remote assistant to support Financial Advisors within the Large Enterprise model. The role involves direct client and advisor communications, handling inquiries, and ensuring timely service delivery across multiple internal departments.

The ideal candidate has 2+ years in financial services, holds SIE, Series 7 and 66 licenses, and excels in client service and communication. Occasional travel may be required to meet advisors and strengthen relationships.