Client Service Associate - Bridgewater, NJ

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting‑edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need to shape your success while helping clients pursue their financial goals. Job Overview This is an in‑office Bridgewater, NJ employment opportunity that would allow you to support Financial Advisors with LPL Financial under our Employee Advisor Model. This role may provide support to multiple advisors operating within the credit union space. This opportunity is an excellent stepping-stone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company. Responsibilities Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time‑sensitive tasks such as RMDs, distributions, and tax forms. Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work. Manage operational reports for cash management and distributions, complete special projects, and promote cost‑saving initiatives through digital adoption. Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports. Qualifications We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Requirements 1+ years of financial industry experience, preferably in wealth management 1+ years of experience in client service industry Preferences Desire to obtain industry licenses (i.e. SIE, Series 7 and 66) Strong attention to detail and organizational skills Effective oral and written communication; able to explain complex information clearly and simply Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners Time management skills with the ability to handle multiple projects and deadlines Strong analytical and problem‑solving skills Self‑motivated, driven and takes initiative Experience with the Microsoft program suite (Outlook, Word, Excel) Pay Range $25.85-43.08/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. We are a people‑centric organization that offers a competitive total rewards package including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off and more. Principals only. EOE. #J-18808-Ljbffr Dormont Manufacturing Co