Wealth Client Services Specialist

LPL Financial; East Lansing (MI); On-site; USD 67,395,000 - 112,239,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

and more

Job summary

LPL Financial is seeking a diligent in-office support professional in East Lansing, MI to assist Financial Advisors with client service and wealth-management workflows. The role emphasizes responsiveness, accuracy, and collaboration with internal teams to resolve inquiries and processing tasks.

Ideal candidates bring 2+ years in financial services and a service mindset, with comfort using CRM and Microsoft Office. A strong work ethic and initiative ensure success in a fast-paced environment.

Qualifications

• 2+ years of financial industry experience, preferably in wealth management
• ,
• ],
• job_responsibilities_description":[
• ],
• CoT_job_summary_short:
• job_summary_short
• contract_type2
• location_type
• remote_scope
• perks
• stated_min
• stated_max
• stated_absolute
• salary_estimation_cot
• estimated_low
• estimated_medium
• estimated_high
• currency
• frequency
• bonus
• tax
• application_email
• job_end_date
• contact_person
• hiring_department_name

Responsibilities

• Provide comprehensive client support through daily communication with advisors and clients
• Address inquiries on account activity, policies, and documentation
• Manage time-sensitive tasks such as RMDs, distributions, and tax forms
• Educate clients and advisors on services and technology, including eSignature and paperless options
• Collaborate with internal teams to ensure timely resolution
• Educate clients and advisors on services and technology, including eSignature and paperless options
• Promote cost-saving initiatives through digital adoption
• Perform administrative duties such as scheduling, updating CRM systems, and processing expense reports

Skills

Client service experience

Financial industry experience

Attention to detail

Organizational skills

Communication skills

Interpersonal skills

Time management

Analytical and problem-solving

Initiative

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

LPL Financial is seeking a diligent in-office support professional in East Lansing, MI to assist Financial Advisors with client service and wealth-management workflows. The role emphasizes responsiveness, accuracy, and collaboration with internal teams to resolve inquiries and processing tasks.

Ideal candidates bring 2+ years in financial services and a service mindset, with comfort using CRM and Microsoft Office. A strong work ethic and initiative ensure success in a fast-paced environment.