Front Desk Client Service Associate

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

As a Front Desk Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor’s practice. This pivotal role focuses on enhancing client relationships, ensuring compliance with industry regulations, and supporting the firm’s growth initiatives. The ideal candidate possesses strong organizational skills, exceptional client service abilities, and a thorough understanding of financial products and services.

Responsibilities:

• Assist in organizing client events

• CRM assistance and documentation – maintain and upkeep client records

• CRM workflows

• Assist with client gifts (as needed)

• Ordering office supplies and keeping inventory

• Answering incoming calls and messages

• Greeting clients and visitors

• Maintaining overall office schedule

• Administrative tasks, filing, photocopying, data entry

• Maintain an organized kitchen and reception area/general office upkeep

• Prepare and proofread correspondence

• Process incoming and outgoing mail

• Manage scheduling, contact lists, and appt coordination

• Account maintenance, statements, online access

• Assist with operational needs

• Contribute to marketing efforts

• Complete ad-hoc projects and tasks as requested

• Provide direct support to the Branch Ops manager

• Assist with account openings (if applicable)

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:

• 3+ years of experience utilizing the Microsoft Office Suite

• 1+ years of experience utilizing a CRM System

Preferences:

• Associate or bachelor’s degree

• Minimum 2 years previous experience in a financial services or administrative support role.

• Strong organization skills with keen attention to detail

• Excellent verbal and written communication skills

• Strong problem-solving skills, ability to work both independently and with a team

• High level of professionalism

#LPL-PA

 

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. And they have the freedom to manage their client relationships, because they know the