The Sr. Registered Client Service Associate provides comprehensive administrative and operational support within a financial advisor's practice. This role is pivotal in enhancing the client experience and ensuring compliance standards. Key Responsibilities: Serve as the primary point of contact for clients, resolving inquiries and educating on account services. Support client onboarding and process account documentation accurately and compliantly. Monitor account activity and coordinate with internal teams and service providers. What We Look For: We seek strong collaborators with 5+ years in financial services and active Series 7 and 66 licenses. Ideal candidates are detail-oriented, possess excellent communication skills, and are committed to client service. LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture. #J-18808-Ljbffr
Sr. Registered Client Service Associate (Fully Remote) in workfromhome at Unknown Company
This position is listed as full time and onsite.