Client Service Associate

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

📋 Description

• Provide administrative assistance to an advisor or a team of advisors.

• Respond to phone inquiries and coordinate appointment scheduling.

• Prepare materials for client meetings effectively.

• Maintain client management systems with updated client information.

• Support information and documentation needs for new accounts and transfers.

• Conduct proactive outreach to clients and advisors regarding time-sensitive activities such as Required Minimum Distributions (RMDs).

• Oversee operational account activities, including opening new accounts, managing cash, handling transfers, and ensuring account maintenance.

• Take ownership of inquiries and requests, collaborating with internal departments to guarantee timely service delivery.

• Educate clients about account services, capabilities, and new technologies like eSignature, paperless statements, and Account View.

⛳️ Requirements

• A minimum of 2 years of experience in the financial industry, preferably within wealth management.

• At least 2 years of experience in client services, supporting clients and financial advisors.

• Proficient in Microsoft Word, Excel, and PowerPoint.

• Skilled in CRM applications.

• Bachelor’s degree is preferred.

• Possession of Series 7 and 66 licenses.

• Strong attention to detail coupled with effective problem-solving skills.

• Excellent oral and written communication skills, capable of explaining complex information in a clear and simple manner.

• Strong time management abilities to manage multiple projects and meet deadlines.

• Exceptional interpersonal skills to build and nurture relationships.

• Capability to analyze and research information effectively.

• A proactive attitude, initiative, and motivation are essential.

🏝️ Benefits

• 401K matching.

• Health benefits.

• Employee stock options.

• Paid time off.

• Volunteer time off.

• LPL Total Rewards package.

• Flexible work environment and resources.

• Collaborative environment.

• Opportunity to make a meaningful impact.