LPL Financial
Sr. Registered Client Service Associate - Omaha,Nebraska/Remote
Remote USA · Senior
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About the role
- This role is pivotal in enhancing the client experience, ensuring seamless account management, and upholding compliance standards.
- The ideal candidate is dedicated and detail-oriented, possesses strong organizational skills, exceptional communication abilities, and a commitment to delivering outstanding client service.
- For further information about LPL, please visit www.lpl.com.
Responsibilities
- Monitor and manage client account activity, including contributions, distributions, trading support, annuity servicing, insurance-related requests, and performance reporting.
- Maintain accurate, organized, and up-to-date client records within the firm's CRM and document management systems.
- Assist financial advisors with administrative and operational support, reporting, client communications, and initiatives to enhance client engagement and operational efficiency.
- We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
- Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor's practice.
- And they have the freedom to manage their client relationships, because they know their clients best.
- Please log in or create an account to apply to this position.
Requirements
- 5+ years of experience in a client-facing financial services, wealth management firm
- Ability to work in a fast-paced environment while maintaining accuracy and attention to detail.
- Ability to execute trades and discuss investment recommendations within compliance limits, where appropriately licensed.
- Ability to work independently and collaboratively in a fast-paced environment.
- Support onboarding of new clients by collecting required documentation and facilitating accurate, compliant account setup.
Nice to have
- Where Ambition Meets Innovation
Compensation
- Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.
Company info
- We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments.
This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.