Wealth Client Services Associate

LPL Financial LLC

Nashville (TN)

On-site

USD 36,000 - 59,000

Full time

8 days ago

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Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial LLC is seeking candidates for an in-office role in Kingsport, TN to support Financial Advisors under our Employee Advisor Model. You will handle client inquiries, process account activities, and educate clients on new technology, while collaborating with internal teams to ensure timely service.

The ideal candidate has 1+ years in financial services, excellent communication, and a detail-oriented approach.

Qualifications

1+ years of financial industry experience, preferably in wealth management.
Strong background in client service with excellent communication skills.
Strong attention to detail and organizational skills.
Outstanding interpersonal skills with the ability to build relationships with clients and partners.

Responsibilities

Direct communication with advisors and clients, ownership of inquiries and timely resolution.
Address client questions on account activity, policies, and documentation requests.
Proactive outreach to clients/advisors on time-sensitive activities (RMDs, distributions, tax forms).
Submit account activity instructions for advisors and clients (New Accounts, Cash Management, Transfers, Account Maintenance).
Educate clients/advisors on account services and new technology (eSignature, paperless statements).
Maintain CRM and assist with project work to improve processes.