LPL Financial in the United States is seeking a Client Service Associate to provide administrative support to a team of advisors and to help deliver timely service and positive outcomes for clients.
The role emphasizes attention to detail, strong customer service, and proficiency with Word, Excel, and CRM tools. You will educate clients on account services and new technology, assist with new business documentation, and support advisors in coordinating client needs.
#J-18808-LjbffrRemote Client Service Associate - Wealth Management in san diego at Unknown Company
This position is listed as full time and onsite.