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Remote Client Service Specialist - Wealth Management

lplfinancial

New York, NY
  • Remote job

LPL Financial is seeking a Client Service Associate to provide administrative support to an advisor or team of advisors, helping maintain client service quality. The role requires strong attention to detail, excellent customer service skills, and superb written and verbal communication in a fast-paced, team-oriented environment. Responsibilities include scheduling, updating client information in management systems, onboarding support for new accounts and transfers, proactive outreach on #J-18808-Ljbffr lplfinancial

Vacancy posted 2 days ago
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