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Wealth Client Services Specialist

LPL Financial

LPL Financial LLC in Lakeland, Florida is seeking a Client Service Associate (CSA) to provide essential administrative support to advisors. The CSA will maintain client management systems, manage account activities, and assist with documentation for new business. Ideal candidates will have over 2 years of financial industry and client service experience, along with proficiency in Microsoft Office. This role offers a competitive pay range with a comprehensive benefits package. #J-18808-Ljbffr

Vacancy posted 2 days ago
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