Wealth Management Client Services Associate

LPL Financial; United States; 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

Join LPL Financial in Kingsport, TN for a full-time, in-office Client Services role supporting Financial Advisors within the Employee Advisor Model. You will handle inquiries, coordinate account activities, and ensure timely service delivery while collaborating with internal teams.

Ideal candidates have 1+ years in financial services, excellent communication, attention to detail, and proficiency with Microsoft Office. Onsite role with competitive benefits and growth opportunities.

Qualifications

• 1+ years of financial industry experience, preferably in wealth management.
• Strong background in client service with excellent communication skills.
• 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

• Daily direct communication with advisors and clients while assuming ownership of inquiries and see them through to a timely resolution & building rapport
• Address questions from clients (account activity, policies and documentation requests)
• Proactive outreach to clients and advisors on time sensitive activities - RMDs, distributions and tax forms
• Submit instructions for account activities on behalf of the advisor and end clients for account functions (New Accounts, Cash Management, Transfers, Account Maintenance, Trade Orders)
• Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner, and collaborate with internal departments to ensure timely service delivery
• Educate clients and advisors on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc.
• Actively contribute to the development of your peers by sharing best practices and participating in other project work as assigned

Skills

Client service

Communication skills

Time management

Attention to detail

Analytical thinking

Problem solving

Microsoft Office

Tools

Microsoft Office Suite

Job description

Join LPL Financial in Kingsport, TN for a full-time, in-office Client Services role supporting Financial Advisors within the Employee Advisor Model. You will handle inquiries, coordinate account activities, and ensure timely service delivery while collaborating with internal teams.

Ideal candidates have 1+ years in financial services, excellent communication, attention to detail, and proficiency with Microsoft Office. Onsite role with competitive benefits and growth opportunities.