Senior Client Service Lead - Financial Advisory Support

LPL Financial; United States; Remote; USD 65,000 - 85,000; Full time

Job summary

LPL Financial seeks a Sr. Registered Client Service Associate to provide administrative and operational support in a financial advisor's practice. You will serve as the primary client contact, educate on account services, and help maintain strong client relationships.

This role emphasizes accuracy, compliance, onboarding support, monitoring account activity, and coordinating with internal teams to resolve inquiries and streamline processes.

Qualifications

• 5+ years in financial services
• Series 7 and 66 licenses active
• Detail-oriented with strong communication

Responsibilities

• Serve as the primary client contact, resolving inquiries and educating on account services.
• Support client onboarding and process account documentation accurately and compliantly.
• Monitor account activity and coordinate with internal teams and service providers.

Skills

Client service

Communication skills

Attention to detail

Team collaboration

Job description

LPL Financial seeks a Sr. Registered Client Service Associate to provide administrative and operational support in a financial advisor's practice. You will serve as the primary client contact, educate on account services, and help maintain strong client relationships.

This role emphasizes accuracy, compliance, onboarding support, monitoring account activity, and coordinating with internal teams to resolve inquiries and streamline processes.