Wealth Client Services Specialist

LPL Financial LLC; Atlanta (GA); On-site; USD 32,000 - 54,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is recruiting for an in-office position in Atlanta, GA to support Financial Advisors and clients, handling inquiries, account activity, and documentation. You’ll collaborate with internal teams, promote digital adoption, and contribute to process improvements.

Candidates should have 2+ years in financial services and client support, with a focus on accurate, timely service and effective communication across departments. Licensing prospects (SIE, Series 7/66) are a plus.

Qualifications

• 2+ years of financial industry experience, preferably in wealth management.
• 2+ years of experience in the client service industry supporting clients and advisors.

Responsibilities

• Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms.
• Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution.
• Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work.
• Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption.
• Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

Job description

LPL Financial LLC is recruiting for an in-office position in Atlanta, GA to support Financial Advisors and clients, handling inquiries, account activity, and documentation. You’ll collaborate with internal teams, promote digital adoption, and contribute to process improvements.

Candidates should have 2+ years in financial services and client support, with a focus on accurate, timely service and effective communication across departments. Licensing prospects (SIE, Series 7/66) are a plus.