Wealth Management CSA: Onsite Client Experience

LPL Financial

Tigard (OR)

On-site

USD 36,000 - 59,000

Full time

11 days ago

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Job summary

LPL Financial is seeking a detail-oriented Registered Client Service Associate to support our advisory teams in Tigard, OR. The role emphasizes client service excellence, accurate data management, and timely communication with clients and internal partners.

Responsibilities include meeting coordination, account processing, and educating clients on services and technology. On-site work Monday through Friday is expected; Series 7/66 licenses are preferred, with alternatives based on experience in

Qualifications

3+ years of experience supporting financial advisors in a client-facing capacity (Series 7/66 preferred).
If no Series licenses, 5+ years of CSA experience in wealth management considered.
Proficiency with MS Office Suite and CRM applications.

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.
Conduct proactive outreach to clients and advisors on time-sensitive activities (e.g., RMDs).
Manage account activities including new accounts, cash management, transfers, and periodic distributions.
Handle inquiries and coordinate with internal departments to meet client expectations for timely service delivery.
Educate clients on account services, capabilities, and new technology (eSignature, paperless statements, Account View).