Client Relationship Associate
LPL Financial
Job Description
Job Description
Job Description: Client Service & Financial Administrative Assistant
Position Overview
Join our 8-member wealth management team as the vital bridge between our financial advisors, large client base, and the home office. You will be the face and voice of our firm, combining a warm, professional presence with meticulous transaction processing and regulatory compliance.
- Execute Front-Office & Client Service Operations
- Greet all visitors with a professional, positive, and happy persona.
- Manage phone lines as the primary point of contact for clients.
- Client onboarding by opening new accounts and handling transfers.
- Execute money movements and distributions safely at client request.
- Enter orders and trades timely & accurately as directed by financial advisors.
- Prepare client review reports to arm advisors for meetings.
- Communicate transaction statuses proactively to clients and team members.
- Track critical administrative deadlines across a large client base
- Enforce Compliance & Record Keeping
- Maintain compliant files using our central CRM software system
- Review all documentation against strict industry regulatory standards
- Protect sensitive data during client information updates and storage
Independent office of LPL Financial - JayDolanFinancial.com
Company Description
Independent office of LPL Financial - JayDolanFinancial.com
Vacancy posted 18 days ago
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