Client Service Associate

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: This full-time in-office employment opportunity for the Clearview Wealth Management Group would allow you to support Financial Advisors associated with LPL Financial under our Employee Advisor Model. This role will support advisors within the credit union. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company. Responsibilities: Client Service Functions: Daily direct communication with advisors and clients while assuming ownership of inquiries and see them through to a timely resolution & building rapport Address questions from clients (account activity, policies and documentation requests) Proactive outreach to clients and advisors on time sensitive activities - RMDs, distributions and tax forms Submit instructions for account activities on behalf of the advisor and end clients for account functions (New Accounts, Cash Management, Transfers, Account Maintenance, Trade Orders) Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner, and collaborate with internal departments to ensure timely service delivery Educate clients and advisors on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc. Actively contribute to the development of your peers by sharing best practices and participating in other project work as assigned Operational Functions: Manage daily reports for account activities that are operational in nature – cash management, RMDs, periodic distributions, debits, pending settlements, etc. Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met Manage and complete project work (i.e. linking annuities) Help reduce LPL operating cost through increased usage of eSignature, paperless statements, account view, and reduced NIGOs Administrative Functions: Answer phones, schedule appointments, and prepare materials for client meetings, if requested Keep client management systems up to date with client information using CRM Accurately complete expense reports on behalf of the financial advisors, if requested What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. 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. Requirements: 1 years of financial industry experience, preferably in wealth management 1 years of experience in client service industry Preferences: Strong attention to detail and organizational skills Effective oral and written communication; able to explain complex information clearly and simply Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners Time management skills with the ability to handle multiple projects and deadlines Possess strong analytical and problem-solving skills Self-motivated, driven and takes initiative Experience with the Microsoft program suite (Outlook, Word, Excel) Desire to obtain industry licenses (i.e. SIE, Series 7 and 66) #LPL-PA #LPL-Onsite Pay Range: $22.82-$38.04/hour 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. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC1.22.25 LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility

Salary : $23 - $38