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    Client Service Associate - Southfield, United States - LPL Financial

    LPL Financial
    LPL Financial Southfield, United States

    2 weeks ago

    Default job background
    Full time
    Description

    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:

  • Support to Client Service Team, Operational, Compliance leaders and Financial Advisors
  • Answer phones, schedule appointments, and prepare materials for client meetings
  • Keep client management systems up-to-date with client information
  • 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
  • Support the onboarding of new clients
  • Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.

    • 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:

  • 2+ years of Administrative or front office experience in the financial services industry.
  • Proficiency in Microsoft Word, Excel, and PowerPoint; Prefer Redtail CRM experience
  • 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
  • Plenty of drive, initiative, and motivation

    • Preferences:

  • Prefer FINRA Licensing but not required

    • #LI-EC

    Pay Range:

    $22.56-$33.84/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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