Remote Client Services Associate – Wealth Management

lplfinancial; Town of Florida (NY); Remote; USD 32,000 - 54,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking a client service professional to support clients and financial advisors in a remote role. You will answer calls, schedule meetings, and keep client records up to date while facilitating new accounts and transfers.

Ideal candidates have 2+ years in financial services and strong communication skills, with proficiency in Word, Excel, PowerPoint, and CRM systems. The role emphasizes collaborative teamwork and delivering timely service.

Qualifications

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

Responsibilities

• Answer phones, schedule appointments, and prepare materials for meetings.
• Keep client management systems up to date with client information.
• Assist with information and documentation for new accounts and transfers.
• Proactive outreach to clients/advisors on time-sensitive activities.
• Manage account activities including new accounts, cash management, transfers.
• Own inquiries; coordinate with internal departments for timely service.
• Educate clients on account services and new technology like eSignature.

Skills

Client service

Financial industry

Effective communication

CRM systems

Education

Bachelor’s Degree Preferred

Tools

CRM Applications

Microsoft Word

Excel

PowerPoint

Job description

LPL Financial Holdings Inc. is seeking a client service professional to support clients and financial advisors in a remote role. You will answer calls, schedule meetings, and keep client records up to date while facilitating new accounts and transfers.

Ideal candidates have 2+ years in financial services and strong communication skills, with proficiency in Word, Excel, PowerPoint, and CRM systems. The role emphasizes collaborative teamwork and delivering timely service.