Wealth Management CSA: Client Service & Admin Lead

LPL Financial LLC; Tigard (OR); 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

More

Job summary

LPL Financial LLC in Tigard, OR is seeking a Registered Client Service Associate to provide administrative support to advisors, manage daily tasks, and help deliver excellent client service in a fast-paced team environment.

Ideal candidates have Series 7/66 licenses preferred or 5+ years of CSA experience in wealth management, plus strong Microsoft Office and CRM skills and the ability to work onsite Monday through Friday.

Qualifications

• Series 7 and Series 66 licenses preferred; 3 years supporting advisors in a CSA role.
• Candidates without licenses may be considered with 5+ years CSA experience in wealth management.
• Proficiency in Word, Excel, PowerPoint and CRM applications; strong organizational skills.

Responsibilities

• Answer phones, schedule appointments, and prepare materials for client meetings.
• Keep client management systems up to date with client information.
• Assist with information and documentation for new accounts and transfers.
• Educate clients on account services and new technology like eSignature and client portal.

Skills

Licenses (Series 7)

Licenses (Series 66)

Client service

CRM experience

Microsoft Office

Education

Bachelor's Degree

Tools

CRM applications

Job description

LPL Financial LLC in Tigard, OR is seeking a Registered Client Service Associate to provide administrative support to advisors, manage daily tasks, and help deliver excellent client service in a fast-paced team environment.

Ideal candidates have Series 7/66 licenses preferred or 5+ years of CSA experience in wealth management, plus strong Microsoft Office and CRM skills and the ability to work onsite Monday through Friday.