Lead Client Services Associate

$75k - $90k

Liberty Personnel Services, Inc.

Job Details:

Lead Client Services Associate/Administrator - Malvern, Pa - $75-90k

A premier investment advisory firm is seeking a client-centric Lead Client Services Associate. This role is responsible for partnering with clients and internal lead advisors to ensure seamless account management and high-touch service.

Core Responsibilities

Serve as the primary point of contact for client inquiries via inbound calls, managing account maintenance and complex issue resolution.
Collaborate with lead advisors to execute financial strategies and maintain accurate client records.
Deliver empathetic, solution-oriented support to enhance client relationship management.

Requirements

Platform Expertise: Direct experience working with Charles Schwab, LPL or Fidelity advisor platforms is required .
Experience: Prior customer-facing or inbound phone experience within the financial services industry.
Education: Undergraduate degree preferred, or an equivalent combination of education and experience
Skills: Strong interpersonal communication, a problem-solving mindset, and a commitment to building financial acumen.

To apply and for further information, please submit your resume and references to View email address on libertyjobs.com .

I look forward to connecting with you!

Dan Urban

Liberty Personnel Services, Inc.
1001 Conshohocken State Rd, Suite 2-410

West Conshohocken, PA 19428

Call or Text: Show phone number – Direct

Show phone number - Main

View email address on libertyjobs.com

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Vacancy posted 1 day ago

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