Wealth Management Client Support Associate

lplfinancial; Atlanta (GA); On-site; USD 33,000 - 54,000; Full time

Job summary

LPL Financial in Atlanta, GA is seeking a client service professional to support financial advisors and clients daily. In this in-office role, you will handle inquiries on account activity, documents, and policies while coordinating time-sensitive tasks such as distributions and tax forms.

You will educate clients on services and technology, promote digital adoption, and collaborate with internal teams. The position offers growth within wealth management and opportunities across departments at a

Qualifications

• 2+ years of financial industry experience, preferably in wealth management.
• 2+ years of client service experience supporting clients and advisors.
• Proven ability to communicate clearly and manage multiple tasks.

Responsibilities

• Provide comprehensive client support by communicating with advisors and clients; address inquiries on account activity, policies, and documentation while handling 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.
• Manage operational reports for cash management and distributions; complete special projects and promote digital adoption to reduce costs.
• Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

Skills

Client service

Communication skills

Interpersonal skills

Time management

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

LPL Financial in Atlanta, GA is seeking a client service professional to support financial advisors and clients daily. In this in-office role, you will handle inquiries on account activity, documents, and policies while coordinating time-sensitive tasks such as distributions and tax forms.

You will educate clients on services and technology, promote digital adoption, and collaborate with internal teams. The position offers growth within wealth management and opportunities across departments at a