Job Summary: 

As a Client Service Associate within the Administration Department, you are an advocate for advisors and the administration team. This includes assisting advisors with any meeting preparation, scheduling client meetings, speaking directly with clients to solve any issues, and assisting the advisors with adherence to compliance standards set forth by LPL.

‍

​​Role and Responsibilities​:

• Manage document handling through scanning, emailing, faxing, and e-filing.
• Perform data entry with accuracy and attention to detail.
• Facilitate the opening of new accounts and associated processes.
• Process and address account service requests promptly and efficiently.
• Answer client phone calls and provide professional support as needed.
• Utilize Microsoft Office Suite, Wealthbox CRM, and Monday.com for daily tasks and project management.
• Travel periodically to new office locations to support development initiatives.
• Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
• Complete additional tasks and projects as assigned.

‍

​​Essential Skills for Success:

• Represent our core values.
• Strong ability to multitask in a dynamic environment.
• Exceptional communication skills, both verbal and written.
• Effective time management to ensure deadlines are met.
• Self-motivated with a proactive approach to tasks.
• Uphold professionalism and a consistently positive attitude.
• Collaborative team player with strong interpersonal skills.
• Quick-thinking and resourceful in solving problems.

‍

Relevant Experience:

• Customer service: 2 years (Required)
• Working with data entry, numbers, sensitive and confidential information
• Having relevant office experience
• Directly working in the financial services industry
• Experience working with our Broker Dealer, LPL Financial
• Education in finance, having financial certifications, and/or securities licenses

‍

‍Qualifications and Education Requirements​:

• Bachelor's (Required)

​​

‍License/Certification:

• Securities Industry Essentials (Preferred)
• Series 7 (Preferred)
• Series 6 (Preferred)
• Series 63 (Preferred)

‍

Growth Opportunities:

• Engage in our community outreach events for networking and charities.
• Build relationships through direct client and advisor interactions.
• Work independently or collaborate with teams on a variety of projects.
• Access paid and reimbursed continuing education opportunities.
• Enjoy uncapped earning potential and career advancement.

‍

Job Type: Full-time

‍

Schedule:

• Monday to Friday
• Daylight shift
• Candidates should be open to some evening and weekend hours for networking opportunities, client appreciation events, and to support team initiatives.

‍

Pay: $60,000.00 - $70,000.00 per year

‍

Benefits Effective Upon Hire:

• 9 Full paid holidays (if falling during Mon-Fri)
• Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
• Reimbursed travel expenses

‍

Benefits Effective Upon Completing 30-day Initial Training Period:

• 10 days of Paid Time Off
• 401(k) dollar for dollar match up to 4%
• Maternity and Paternity leave
• Medical - Dental - Vision - HRA - Life Insurance

‍

Observed Holiday's with Full Pay:

• New Year's Day
• Good Friday
• Memorial Day
• Independence Day
• Thanksgiving Day
• Day after Thanksgiving
• Christmas Eve
• Christmas Day
• New Year's Eve

‍

*Must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.

‍

Ability to Relocate:

• Arlington, VA 22209: Relocate before starting work (Preferred)
• Relocation expenses are not reimbursed
• Commute expenses are not reimbursed

‍

Work Location: In person. Hybrid positions are not available.

‍

‍