Client Service Associate - Paramus, United States - LPL Financial

LPL Financial

Verified Company

Paramus, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL's Paramus, NJ branch is the place for you

LPL Financial (Nasdaq:
LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.

Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.

We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.

At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice.

And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

This employment opportunity in Paramus, NJ would allow you to support Financial Advisors associated with LPL Financial. The financial advisors operates under our Employee Advisor Model. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping the people and families that look to our Financial Advisors for financial solutions.

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.

Responsibilities:

Support to Client Service Team, Operational, Compliance leaders and Financial Advisors
Keep client management systems uptodate with client information
Assist with various documentation requirements for new business
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.
May assist in executing trades for clients as needed to support the Financial Advisor

What are we looking for?
We want
strong collaborators who can deliver a world-class client experience.

We are looking for people who are
eager to make an impact, possess
unquestioned honesty, integrity and ethics, take
ownership of their work, and are able to execute in a way that encourages
teamwork and
continuous improvement.

Requirements:

At least 2 years experience in the financial services industry

Core Competencies:

Ability to multitask and follow through on projects and tasks
Effective oral and written communication; able 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
Detail oriented
Strong organization skills
Excellent client service and communication skills
Work independently as well as function as part of a team
Proven ability to adapt to a changing work environment

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