Remote Wealth Client Services Specialist

LPL Financial; United States; A distancia; USD 67.395.000 - 112.239.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K matching

Health benefits

Employee stock options

Paid time off

Descripción de la vacante

LPL Financial is seeking a Client Service Associate to support an advisor or team of advisors, handling daily tasks, client meetings, accounts, transfers, and inquiries with accuracy and professionalism.

This role emphasizes client service, collaboration, and timely communication, with the ability to work remotely and contribute to a high-performing team committed to helping clients pursue their financial goals.

Formación

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

Responsabilidades

• 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
• 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.

Conocimientos

Wealth management experience

Client service experience

Microsoft Word

CRM applications

Educación

Bachelor’s Degree Preferred

Herramientas

CRM systems

Account management software

Descripción del empleo

LPL Financial is seeking a Client Service Associate to support an advisor or team of advisors, handling daily tasks, client meetings, accounts, transfers, and inquiries with accuracy and professionalism.

This role emphasizes client service, collaboration, and timely communication, with the ability to work remotely and contribute to a high-performing team committed to helping clients pursue their financial goals.