Wealth Client Services Associate – In-Office

LPL Financial; Tennessee; On-site; USD 36,000 - 59,000; Full time

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Job summary

LPL Financial, a leading wealth management firm, is seeking to enhance client service capabilities in Kingsport, TN. This full-time, in-office role supports financial advisors under our Employee Advisor Model, focusing on client communication, service delivery, and cross-department collaboration.

The ideal candidate brings 1+ year in financial services, excellent communication, meticulous attention to detail, and strong Microsoft Office skills.

Qualifications

• 1+ years of financial industry experience, preferably wealth management.
• Strong background in client service with excellent communication skills.
• Strong attention to detail and organizational skills.
• Effective oral and written communication; able to explain complex information clearly and simply.
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners.
• Time management skills with the ability to handle multiple projects and deadlines.
• Experience with the Microsoft program suite (Outlook, Word, Excel).

Responsibilities

• Daily direct communication with advisors and clients and owning inquiries through resolution.
• Address questions from clients (account activity, policies and documentation requests).
• Proactive outreach to clients and advisors on time-sensitive activities (RMDs, distributions, tax forms).
• Submit instructions for account activities for advisor and end clients (New Accounts, Cash Management, Transfers, Account Maintenance, Trade Orders).
• Research complex situations, set client expectations, and coordinate with internal departments for timely service delivery.
• Educate clients and advisors on account services and new technology (eSignature, paperless statements, Account View).
• Contribute to peer development and participate in project work.

Skills

Client service

Communication

Attention to detail

Organizational skills

Oral communication

Time management

Analytical thinking

Initiative

MS Office

Tools

CRM

Job description

LPL Financial, a leading wealth management firm, is seeking to enhance client service capabilities in Kingsport, TN. This full-time, in-office role supports financial advisors under our Employee Advisor Model, focusing on client communication, service delivery, and cross-department collaboration.

The ideal candidate brings 1+ year in financial services, excellent communication, meticulous attention to detail, and strong Microsoft Office skills.