Wealth Management Client Support Associate

lplfinancial; Oak Brook (IL); 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

LPL Financial is seeking a client-focused professional to support Financial Advisors in Oak Brook, IL. You will handle client inquiries, process account activity, and contribute to process improvements while learning about wealth management within a collaborative team.

Responsibilities include educating clients on services, managing RMDs and tax forms, and supporting internal departments through digital tools and CRM systems.

Qualifications

• 2+ years of financial industry experience, preferably in wealth management.
• 2+ years of experience in client service industry.
• Desire to obtain industry licenses (e.g. SIE, Series 7 and 66) is a plus.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication; ability to explain complex information clearly.

Responsibilities

• Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation.
• Manage time-sensitive tasks such as RMDs, distributions, and tax forms; submit account instructions and research complex issues.
• Educate clients and advisors on services and technology (including eSignature and paperless options) and contribute to peer development and project work.
• Handle administrative duties: scheduling, meeting materials, CRM updates, and expense processing.

Skills

Client service

Financial industry experience

MS Office

Job description

LPL Financial is seeking a client-focused professional to support Financial Advisors in Oak Brook, IL. You will handle client inquiries, process account activity, and contribute to process improvements while learning about wealth management within a collaborative team.

Responsibilities include educating clients on services, managing RMDs and tax forms, and supporting internal departments through digital tools and CRM systems.