Wealth Management Client Success Specialist

LPL Financial LLC; Oak Brook (IL); On-site; USD 34,000 - 59,000; Full time

Job summary

LPL Financial LLC in Oak Brook, IL is seeking a dedicated professional to support Financial Advisors and clients, handling account activity, policies, and documentation while coordinating time-sensitive tasks. You'll educate clients on services and technology, assist with CRM, and contribute to process improvements, with opportunities to collaborate across departments in a fast-paced environment.

This in-office role emphasizes accuracy, strong communication, and the ability to manage multiple

Qualifications

• 2+ years in wealth management or financial services.
• Ability to explain complex information clearly.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication.
• Experience with CRM systems and reporting tools is a plus.

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 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.

Skills

Financial industry experience

Client service

Attention to detail

Communication

Interpersonal skills

Time management

Analytical thinking

Self-motivated

Tools

MS Office

Job description

LPL Financial LLC in Oak Brook, IL is seeking a dedicated professional to support Financial Advisors and clients, handling account activity, policies, and documentation while coordinating time-sensitive tasks. You'll educate clients on services and technology, assist with CRM, and contribute to process improvements, with opportunities to collaborate across departments in a fast-paced environment.

This in-office role emphasizes accuracy, strong communication, and the ability to manage multiple