LPL Financial
Overview
Join to apply for the
Client Service Associate
role at
LPL Financial . This in-office opportunity in
Troy, MI
supports Financial Advisors associated with LPL Financial under our Employee Advisor Model. The role will support advisors within the credit union. This position is an excellent steppingstone to build wealth management experience and collaborate with multiple internal departments at a growing company. Responsibilities
Client Service Functions Daily direct communication with advisors and clients, taking ownership of inquiries and guiding them to timely resolutions while building rapport Address questions from clients (account activity, policies and documentation requests) Proactive outreach to clients and advisors on time-sensitive activities (RMDs, distributions, tax forms) Submit instructions for account activities on behalf of the advisor and end clients (New Accounts, Cash Management, Transfers, Account Maintenance, Trade Orders) Research complex situations, set client expectations, define actions to resolve inquiries, 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, etc.) Contribute to peers by sharing best practices and participating in project work as assigned Operational Functions Manage daily reports for account activities that are operational (cash management, RMDs, periodic distributions, debits, pending settlements) Own inquiries and requests; coordinate with internal departments to meet timely service delivery expectations Manage and complete project work (e.g., linking annuities) Help reduce operating costs through increased usage of eSignature, paperless statements, Account View, and other efficiencies Administrative Functions Answer phones, schedule appointments, and prepare materials for client meetings if requested Maintain client management systems with up-to-date information using CRM Accurately complete expense reports on behalf of 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 creativity, continuous improvement, and 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 with the Microsoft Office suite (Outlook, Word, Excel) Preferences
Strong background in client service with excellent communication skills Strong attention to detail and organizational skills Effective oral and written communication; ability 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 Strong analytical and problem-solving skills Self-motivated, driven, and takes initiative 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. LPL Total Rewards package is designed to support success at work, home, and at play (e.g., 401K matching, health benefits, employee stock options, PTO, volunteer time off, and more). Your recruiter will discuss all that LPL offers. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded to serve advisors and institutions. LPL is a leader serving more than 23,000 financial advisors, including those at around 1,000 institutions and 580 RIAs nationwide. We are committed to the advisor-mediated model and to providing Americans access to personalized guidance from a financial professional. At LPL, independence means advisors and institution leaders have the freedom to choose their business model, services, and technology resources. Join LPL Financial: Where Your Potential Meets Opportunity. We believe everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of technology, brokerage, and investment advisor services. Why LPL?
Innovative Environment: A supportive leadership team that fosters creativity and growth Limitless Career Potential: Your career has potential for growth Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients Impactful Work: Opportunity to make a real impact Commitment to Equality: We support workplace equality and embrace diverse perspectives Community Focus: We care for our communities and encourage employees to do the same Benefits and Total Rewards: A comprehensive package with traditional and unique benefits Join the LPL team and help turn life’s aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE. Information on Interviews
LPL communicates with applicants from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. LPL will not request payment or banking information during an interview. For questions about the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC1.22.25 Seniority level
Entry level Employment type
Full-time Job function
Other
#J-18808-Ljbffr
Join to apply for the
Client Service Associate
role at
LPL Financial . This in-office opportunity in
Troy, MI
supports Financial Advisors associated with LPL Financial under our Employee Advisor Model. The role will support advisors within the credit union. This position is an excellent steppingstone to build wealth management experience and collaborate with multiple internal departments at a growing company. Responsibilities
Client Service Functions Daily direct communication with advisors and clients, taking ownership of inquiries and guiding them to timely resolutions while building rapport Address questions from clients (account activity, policies and documentation requests) Proactive outreach to clients and advisors on time-sensitive activities (RMDs, distributions, tax forms) Submit instructions for account activities on behalf of the advisor and end clients (New Accounts, Cash Management, Transfers, Account Maintenance, Trade Orders) Research complex situations, set client expectations, define actions to resolve inquiries, 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, etc.) Contribute to peers by sharing best practices and participating in project work as assigned Operational Functions Manage daily reports for account activities that are operational (cash management, RMDs, periodic distributions, debits, pending settlements) Own inquiries and requests; coordinate with internal departments to meet timely service delivery expectations Manage and complete project work (e.g., linking annuities) Help reduce operating costs through increased usage of eSignature, paperless statements, Account View, and other efficiencies Administrative Functions Answer phones, schedule appointments, and prepare materials for client meetings if requested Maintain client management systems with up-to-date information using CRM Accurately complete expense reports on behalf of 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 creativity, continuous improvement, and 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 with the Microsoft Office suite (Outlook, Word, Excel) Preferences
Strong background in client service with excellent communication skills Strong attention to detail and organizational skills Effective oral and written communication; ability 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 Strong analytical and problem-solving skills Self-motivated, driven, and takes initiative 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. LPL Total Rewards package is designed to support success at work, home, and at play (e.g., 401K matching, health benefits, employee stock options, PTO, volunteer time off, and more). Your recruiter will discuss all that LPL offers. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded to serve advisors and institutions. LPL is a leader serving more than 23,000 financial advisors, including those at around 1,000 institutions and 580 RIAs nationwide. We are committed to the advisor-mediated model and to providing Americans access to personalized guidance from a financial professional. At LPL, independence means advisors and institution leaders have the freedom to choose their business model, services, and technology resources. Join LPL Financial: Where Your Potential Meets Opportunity. We believe everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of technology, brokerage, and investment advisor services. Why LPL?
Innovative Environment: A supportive leadership team that fosters creativity and growth Limitless Career Potential: Your career has potential for growth Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients Impactful Work: Opportunity to make a real impact Commitment to Equality: We support workplace equality and embrace diverse perspectives Community Focus: We care for our communities and encourage employees to do the same Benefits and Total Rewards: A comprehensive package with traditional and unique benefits Join the LPL team and help turn life’s aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE. Information on Interviews
LPL communicates with applicants from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. LPL will not request payment or banking information during an interview. For questions about the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC1.22.25 Seniority level
Entry level Employment type
Full-time Job function
Other
#J-18808-Ljbffr