Wealth Client Services Associate

LPL Financial LLC; Tennessee; Híbrido; USD 36.000 - 59.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Descripción de la vacante

LPL Financial Holdings Inc. in Kingsport, TN seeks a client-focused service professional to support Financial Advisors within the Employee Advisor Model. The role emphasizes client inquiries, documentation, and cross-department collaboration to drive efficient service.

With 1+ year in financial services and strong communication, you will help manage accounts, educate clients on services and leverage technology to enhance the client experience. This is an in-office, full-time opportunity.

Formación

• 1+ years of financial industry experience, preferably in wealth management.

Responsabilidades

• Direct communication with advisors and clients; resolve inquiries timely.

Conocimientos

Financial services

Client service

Communication skills

Attention to detail

Time management

CRM systems

Herramientas

Microsoft Office

Excel

Outlook

Word

Descripción del empleo

LPL Financial Holdings Inc. in Kingsport, TN seeks a client-focused service professional to support Financial Advisors within the Employee Advisor Model. The role emphasizes client inquiries, documentation, and cross-department collaboration to drive efficient service.

With 1+ year in financial services and strong communication, you will help manage accounts, educate clients on services and leverage technology to enhance the client experience. This is an in-office, full-time opportunity.