LPL Financial Holdings Inc. is seeking a Client Service Associate to support financial advisors and deliver an exceptional client experience. The role focuses on administrative tasks, client relationship management, and branch operations.
You will handle client inquiries, schedule meetings, prepare documents, process account maintenance, maintain records, ensure compliance with FINRA/SEC, and assist with communications, events, and marketing initiatives.
#J-18808-LjbffrClient Service Specialist - Wealth Management Support in pittsfield at Unknown Company
This position is listed as full time and onsite.