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Client Service Associate

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Job ID R-025509 Date posted 09/16/2022 Primary Location IL-Remote

Are you passionate about serving clients, adding value and improving processes/systems?  Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results?  If so, Chicago Private Wealth Group and LPL is the place for you!

Excited to learn more? If so, then this could be the role for you!

What are we looking for?

We want strong collaboratorswho can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Part Time Role (M-F 9:00am-2:00pm)

Job Overview:

This role will work in the LPL office in Oak Brook, IL.

The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment

Responsibilities:

  • Answer phones, schedule appointments, and prepare materials for client meetings

  • Keep client management systems up-to-date with client information

  • Assist with information and documentation requirements for new accounts, transfers, and more

  • Conduct proactive outreach to clients and advisors on time- sensitive activities (e.g., RMDs)

  • Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)

  • Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met

  • Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc

Requirements:

  • 2+ years experience in customer services in a business professional setting

  • Proficiency in Microsoft Office

  • Experience preparing reports, analysis, and summaries

Preferences:

  • Team player, collaborative, able to work with and through others

  • Associate’s or Bachelor’s Degree preferred

  • Organized with a strong attention to detail and problem-solving abilities

  • Effective oral and written communication; able to explain complex information clearly and simply

  • Time management skills with the ability to handle multiple projects and deadlines

  • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

  • Ability to analyze and research information

  • Ability to work independently and establish priorities

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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employees on what it's like to work at lpl?

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We take social responsibility seriously.

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Want to see info on our benefits?

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