Wealth Management Client Services Associate

LPL Financial LLC; East Lansing (MI); On-site; USD 33,000 - 54,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is hiring in-office in East Lansing, MI to support Financial Advisors and clients, helping with account activity inquiries, documentation, and workflow improvements. The role emphasizes teamwork, process efficiency, and professional growth within a growing wealth management firm.

You will educate clients on services and technology, assist with RMDs and tax forms, and collaborate across internal teams to resolve complex issues while delivering exceptional client experiences.

Qualifications

• 2+ years of financial industry experience, preferably wealth management.
• 2+ years of experience in client service industry
• Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
• 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
• Possess strong analytical and problem-solving skills
• Self-motivated, driven and takes initiative
• Experience with the Microsoft program suite (Outlook, Word, Excel)

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.
• 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.

Skills

Client service orientation

Communication skills

Time management

Analytical skills

Problem-solving

Self-motivated

Tools

Outlook

Word

Excel

Job description

LPL Financial is hiring in-office in East Lansing, MI to support Financial Advisors and clients, helping with account activity inquiries, documentation, and workflow improvements. The role emphasizes teamwork, process efficiency, and professional growth within a growing wealth management firm.

You will educate clients on services and technology, assist with RMDs and tax forms, and collaborate across internal teams to resolve complex issues while delivering exceptional client experiences.