Wealth Management Client Services Specialist

LPL Financial; Atlanta (GA); Sur place; USD 67 502 000 - 112 137 000; Plein temps

Résumé du poste

LPL Financial in Atlanta, GA is seeking a client-focused professional to support Financial Advisors under our Employee Advisor Model in an in-office role. This position offers exposure to wealth management and collaboration with multiple internal teams.

You will handle inquiries, assist with account activity, and promote digital tools like eSignature and paperless options while contributing to process improvements and client satisfaction.

Qualifications

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

Responsabilités

• Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms. 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.

Description du poste

LPL Financial in Atlanta, GA is seeking a client-focused professional to support Financial Advisors under our Employee Advisor Model in an in-office role. This position offers exposure to wealth management and collaboration with multiple internal teams.

You will handle inquiries, assist with account activity, and promote digital tools like eSignature and paperless options while contributing to process improvements and client satisfaction.