Client Service Associate - Williamsville , NY

This role is 100% onsite in Williamsville, New York

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

This is a full‑time, in‑office position supporting Financial Advisors and focusing on delivering a high‑quality client experiences while collaborating closely with various internal departments across a growing organization. Ideal candidates are team‑oriented and motivated to make a meaningful impact, demonstrating integrity, accountability, and a commitment to continuous improvement in all aspects of their work.

Responsibilities:

• Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolutions

• Handle client questions on account activity, policies, and documentation

• Submit and process account activities such as new accounts, transfers, maintenance, and trade orders

• Proactively reach out on time‑sensitive items like RMDs, distributions, and tax forms

• Research and resolve complex issues while coordinating with internal departments

• Maintain accurate client information in CRM and support administrative needs (scheduling, meeting prep)

• Promote efficiency by encouraging use of eSignature, paperless statements, and Account View

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Ability to go in office M-F in our Williamsville, New York office

• 2+ years of financial industry experience, preferably in wealth management

• Strong background in client service with excellent communication skills

Core Competencies:

• Strong attention to detail and organizational skills

• 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

• Time management skills with the ability to handle multiple projects and deadlines

• Possess strong analytical and problem-solving skills

• Self-motivated, driven and takes initiative

• Experience with the Microsoft program suite (Outlook, Word, Excel)

Preferences:

•  Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)

#LI-Onsite

 

Pay Range:

$23.51-$39.18/hour

 

Actual 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!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. An