Remote Wealth Client Services Specialist

LPL Financial; Florida; Remote; USD 32,000 - 54,000; Full time

Benefits offered by this job

401K matching

Health benefits

Paid time off

Employee stock options

Job summary

LPL Financial is seeking a Client Service Associate to provide essential administrative support to advisors and teams in a fast-paced, client-focused environment.

Ideal candidates bring 2+ years in financial services, strong communication, and proficiency with Microsoft Word, Excel, PowerPoint, and CRM systems. You'll manage calendars, client information, and documentation, while delivering timely service and building relationships with clients and internal partners.

Qualifications

• 2+ years of experience in the financial industry, preferably 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 requirements for new accounts, transfers, and more.
• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs).
• Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits).
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met.
• Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.

Skills

Customer service

Attention to detail

Communication skills

Team collaboration

Education

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

CRM systems

Job description

LPL Financial is seeking a Client Service Associate to provide essential administrative support to advisors and teams in a fast-paced, client-focused environment.

Ideal candidates bring 2+ years in financial services, strong communication, and proficiency with Microsoft Word, Excel, PowerPoint, and CRM systems. You'll manage calendars, client information, and documentation, while delivering timely service and building relationships with clients and internal partners.