LPL Financial
Client Service Associate - Massapequa, NY
Wantagh, NY
Sponsorship not specified$24k-$39kDetected 12 days ago
CRMHRCommunicationOrganizational Skills
About the role
- This pivotal role focuses on enhancing client relationships, ensuring compliance with industry regulations, and supporting the firm's growth initiatives.
- The ideal candidate possesses strong organizational skills, exceptional client service abilities, and a thorough understanding of financial products and services.
- For further information about LPL, please visit www.lpl.com.
Responsibilities
- Manage client onboarding by collecting documentation, assessing risk profiles, and maintaining accurate records.
- Prepare reports and meeting materials, monitor account alerts, and support audits and regulatory reviews.
- Collaborate with financial advisors on business plans, marketing initiatives, and client engagement strategies.
- Perform administrative tasks such as scheduling, travel arrangements, and expense reporting, and actively participate in training and firm initiatives to stay current on policies and platforms.
- 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.
- 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
- 2+ years of financial industry experience, preferably in wealth management
- 2+ years of experience in client service industry
- CRM and Technology Proficiency: Comfortable maintaining client data, scheduling meetings, and resolving online access issues.
Skills
- Capable of handling multiple responsibilities such as preparing agendas, coordinating client gifts, and managing compliance follow-ups.
- Professional interaction with clients for reminders, requests, and service needs.
- Excellent Communication
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.