Client Service Associate - Raleigh, NC

• Answer phones, schedule appointments, and prepare materials for client meetings
• Keep client management systems up to date with client information
• Assist with information and documentation requirements for new accounts, transfers, and more
• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
• 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
• Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc.

in our work.

Requirements:

• 2+ years of experience in a financial services, client service, or administrative support role, with strong organizational skills and exceptional attention to detail.
• 2+ years of experience demonstrating excellent verbal and written communication skills, professionalism, discretion, ethical conduct, and the ability to build strong relationships with clients and colleagues.
• 2+ years of experience utilizing Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), learning and navigating CRM systems, solving problems effectively, and working both independently and collaboratively within a team environment.

• Active Series 7 or Series 66 (or Series 63/65 combination)
• Bachelor's degree in finance, business or accounting.

#LI-Onsite

Pay Range:

$23.52-$39.17/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!