Wealth Client Services Associate - Growth & Impact
LPL Financial
LPL Financial seeks a client-focused professional to support Financial Advisors and their clients, handling inquiries, account activity, and documentation with accuracy. This role emphasizes collaboration, process improvement, and timely responses across departments. Based in our Bridgewater office, you will educate clients on services and technology, assist with RMDs, distributions and tax forms, and help drive efficiencies through digital adoption while maintaining exceptional service #J-18808-Ljbffr LPL Financial
Vacancy posted 3 days ago
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