Client Service Associate

Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

This is an on-site employment opportunity in Southfield, MI that would allow you to support Financial Advisors associated with LPL Financial. The financial advisors operates under our Employee Advisor Model. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping the people and families that look to our Financial Advisors for financial solutions.

Job Overview:

The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Responsibilities include but are not limited to:

• Support to Client Service Team, Operational, Compliance leaders and Financial Advisors
• Answer phones, schedule appointments, and prepare materials for client meetings
• Keep client management systems up-to-date with client information
• Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
• Support the onboarding of new clients
• Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who are eager to make an impact, possess unquestioned honesty, integrity and ethics, take ownership of their work, and are able to execute in a way that encourages teamwork and continuous improvement.

Requirements:

• 2+ years of Administrative or front office experience in the financial services industry.
• Proficiency in Microsoft Word, Excel, and PowerPoint; Prefer Redtail CRM experience
• Organized with a strong attention to detail and problem-solving abilities
• Effective oral and written communication; able to explain complex information clearly and simply
• Time management skills with the ability to handle multiple projects and deadlines
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
• Ability to analyze and research information
• Plenty of drive, initiative, and motivation

Preferences:

• Prefer FINRA Licensing but not required

Job Type: Full-time

Pay: $22.56 - $33.84 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance
• Volunteer time off

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Financial services: 2 years (Required)

License/Certification:

• FINRA License (Preferred)

Ability to Commute:

• Southfield, MI (Preferred)

Work Location: In person