Job Overview :
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks.
The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.
Responsibilities include but are not limited to :
- 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.
Required Qualifications :
- Organized with a strong attention to detail and problem-solving abilities
- Effective oral and written communication; able to explain complex information clearly and simply
- Time management skills with the ability to handle multiple projects and deadlines
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal / external partners
- Ability to analyze and research information
- Self-motivated, driven and takes initiative
- Prior customer service experience
- Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
Preferences :
- Series 7 and 66 licenses preferred
- Financial services background preferred
Pay Range :
$22.82-$38.04 / hourActual 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!
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