Client Service Associate

This is a fully remote position, open to applicants in Florida.

📋 Description

• Act as the primary point of contact for clients through phone, email, and in-person interactions.

• Arrange and confirm client meetings, prepare necessary documentation, and assist with follow-up actions.

• Respond to general client inquiries concerning account maintenance, statements, and online access.

• Execute client requests such as beneficiary updates, address modifications, required minimum distributions (RMDs), and account transfers.

• Uphold confidentiality and comply with relevant guidelines.

• Oversee calendars and coordinate appointments and client review meetings for financial advisors.

• Prepare, proofread, and distribute reports, presentations, and correspondence.

• Maintain and update client records within the firm’s CRM system.

• Manage incoming and outgoing mail, including scanning and filing tasks.

• Order office supplies and aid in general office maintenance.

• Process new account documentation, ensuring completeness and compliance with requirements.

• Keep compliance records in line with FINRA, SEC, and firm policies.

• Monitor client accounts for accuracy and address any administrative issues.

• Collaborate with custodians, fund companies, and other financial institutions to facilitate transactions and resolve account-related matters.

• Organize client appreciation events, webinars, and educational seminars.

• Assist in managing social media updates, newsletters, and other client communication initiatives.

⛳️ Requirements

• At least 2 years of prior experience in a financial services or administrative support capacity.

• An associate or bachelor’s degree, preferably in business, accounting, or finance.

• Exceptional organizational skills with a strong attention to detail.

• Outstanding verbal and written communication abilities.

• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

• Capability to learn and utilize CRM systems effectively.

• Strong problem-solving skills with the ability to work both independently and as part of a team.

• A high degree of professionalism, discretion, and ethical behavior.

🏝️ Benefits

• 401K matching

• Health benefits

• Employee stock options

• Paid time off

• Volunteer time off

• Competitive LPL Total Rewards package