Wealth Client Success Associate

LPL Financial; Oak Brook (IL); On-site; USD 36,000 - 59,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a dedicated professional to provide comprehensive client support to financial advisors and clients in Oak Brook, IL. You will handle account activity inquiries, documentation, and time-sensitive tasks while promoting digital adoption and efficient processes.

The role emphasizes collaboration, education on services and technology, and contributing to a culture of excellence within a leading wealth management firm.

Qualifications

• 2+ years of financial industry experience, preferably in wealth management.
• 2+ years of experience in client service industry.

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.
• Assist with reports, CRM updates, and cost-saving initiatives through digital adoption.
• Perform administrative duties such as scheduling and preparing meeting materials.

Skills

Financial industry experience

Client service experience

Communication skills

Job description

LPL Financial is seeking a dedicated professional to provide comprehensive client support to financial advisors and clients in Oak Brook, IL. You will handle account activity inquiries, documentation, and time-sensitive tasks while promoting digital adoption and efficient processes.

The role emphasizes collaboration, education on services and technology, and contributing to a culture of excellence within a leading wealth management firm.