Wealth Management Client Services Associate

LPL Financial; Nashua (NH); On-site; USD 32,000 - 54,000; Full time

Benefits offered by this job

401K matching

Health benefits

Paid time off

Job summary

LPL Financial is seeking a dedicated in-office professional in Nashua, NH to support Financial Advisors under our Employee Advisor Model. This role offers a pathway to wealth management experience across multiple internal departments at a growing company.

The opportunity emphasizes service, process improvement, and collaboration with advisory teams. Responsibilities include handling inquiries, managing time-sensitive tasks like tax forms and distributions, educating clients on services, and

Qualifications

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

Tools

Microsoft Office Suite

Job description

LPL Financial is seeking a dedicated in-office professional in Nashua, NH to support Financial Advisors under our Employee Advisor Model. This role offers a pathway to wealth management experience across multiple internal departments at a growing company.

The opportunity emphasizes service, process improvement, and collaboration with advisory teams. Responsibilities include handling inquiries, managing time-sensitive tasks like tax forms and distributions, educating clients on services, and