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​

Scheduling and prepping client meetings

Processing paperwork for new accounts and account service requests

Assist with administrative compliance related tasks such as check deposit recordkeeping, preparing Business Continuity Plans, and logging delivered prospectuses.

Attend weekly meetings with advisors to ensure proper communication and completion of tasks.

Facilitate any necessary advisor related paperwork related to licensing and appointment.

Monitor daily client related tasks and notifications.

Assist with branch brand awareness and continuity as needed.

Tasks as assigned relating to branch continuity.

​​Qualifications and Education Requirements​

Bachelor’s Degree

Minimum 1 year of office experience

Minimum 1 year of customer service

Experience with Microsoft, Zoom, and CRM

Successful completion of LPL’s Office Essentials Program

Physical Requirements

30-40 hours a week of sitting

5-10 hours a week bending and standing

Occasionally lifting 5-40 lbs of office equipment

Job Type: Full-time

Pay: From $60,000.00 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)

Fully reimbursed travel expenses

Benefits (Effective upon initial training period)

10 days of Paid Time Off

Medical - Dental - Vision - HRA

401(k) dollar for dollar match up to 4%

2 full weeks of paid paternity leave after training period

Frequent team outings/floating holidays with pay

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.

Experience:

Financial concepts: 1 year(Required)

Ability to Commute:

Arlington, VA 22209 (Preferred)

Ability to Relocate:

Arlington, VA 22209: Relocate before starting work (Preferred)

Work Location: In person