Compensation
$24 – $39/hr
LPL Financial is seeking a Registered Client Service Associate to provide administrative and operational support to financial advisors. This role involves managing client accounts, ensuring compliance, and enhancing the overall client experience. The associate will serve as the primary point of contact for clients, handle onboarding processes, prepare necessary documentation, monitor account activity, maintain client records, and coordinate with various stakeholders.
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financial servicesSan Diego, CA, US5001-10000
LPL Financial is a Fortune 500 firm and an independent broker-dealer supporting financial advisors and their clients. Its purpose is to empower financial advisors to deliver personalized advice by providing solutions, customer service, and technology. The company’s technology work includes designing, building, and delivering fintech solutions that impact clients’ financial futures. LPL offers competitive compensation, benefits, and recognition programs, and describes its compensation strategy as market-informed, business driven, and transparent.
Who they serve
LPL Financial supports financial advisors and their clients.