Remote Client Services Specialist

LPL Financial LLC; Harrisburg (Dauphin County); Remote; USD 32,000 - 54,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking a Client Service Associate to provide administrative support to a team of financial advisors. You will manage calendars, prepare client meeting materials, and help with new accounts, transfers, and documentation while delivering excellent service.

The role emphasizes attention to detail, strong communication, and adaptability in a fast-paced, team-driven environment. A remote-friendly setup is available with competitive benefits and career growth

Qualifications

• 2+ years of financial industry experience, preferably in wealth management.
• 2+ years of experience in client service 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 for new accounts, transfers, and more.
• Educate clients on account services and new technology.

Skills

Customer service

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

CRM software

Communication skills

Time management

Education

Bachelor's degree preferred

Series 7 and 66 licenses

Tools

CRM applications

Job description

LPL Financial Holdings Inc. is seeking a Client Service Associate to provide administrative support to a team of financial advisors. You will manage calendars, prepare client meeting materials, and help with new accounts, transfers, and documentation while delivering excellent service.

The role emphasizes attention to detail, strong communication, and adaptability in a fast-paced, team-driven environment. A remote-friendly setup is available with competitive benefits and career growth