LPL Financial

LPL Financial

Client Service Associate - Bridgewater, NJ

Bridgewater, NJ

Sponsorship not specified$26k-$43kDetected 12 days ago
CRMExcelHRResearchCommunicationProblem SolvingTime ManagementOrganizational SkillsMicrosoft Office

About the role

  • Are you passionate about serving clients, adding value and improving processes/systems?
  • Are you solution-oriented and passionate about delivering results?
  • If so, LPL Financial is the place for you!

Responsibilities

  • Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms.
  • Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution.
  • Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption.
  • Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.
  • 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.
  • Build a career that matches all your initiative with an impressive dose of innovation.
  • 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

  • 1+ years of financial industry experience, preferably in wealth management
  • 1+ years of experience in client service industry
  • Time management skills with the ability to handle multiple projects and deadlines
  • Experience with the Microsoft program suite (Outlook, Word, Excel)

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.
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This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.