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Financial Services Support Associate

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Job ID R-024971 Date posted 08/09/2022 Primary Location MA-Peabody

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, Freedman Financial 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 (Tues-Thurs 9:00am-4:30pm)

Job Overview:

We are seeking an ambitious, flexible, team-player to join our financial planning and investment management firm. The Financial Services Support Specialist will join the five-person team of Freedman Financial to support our clients based upon their unique financial planning needs. This is a dynamic work environment, and we are seeking a candidate who is willing to learn. Candidate must have strong interpersonal and multi-tasking skills to support day-to-day operations. The role will include operational duties and client service support.

Responsibilities:

  • Prepare reports and summaries for client review meetings

  • Gather and input of financial planning data and assist with compliance data & reporting to support Advisor activity

  • Support the Client experience and relationships through day to day service activities (i.e. answering the phone, client information requests, etc.)

  • Account Maintenance activities including monitoring ongoing account notifications, entering client cost basis, and depositing checks

  • Identify opportunities to improve day to day operations

  • Maintain records and document activity in Redtail

Requirements:

  • 2+ years working within the financial industry

  • Proficiency in Microsoft Office and Client Resource Management (CRM) software (i.e. Redtail) preferred

  • Experience preparing reports, analysis, and summaries for client review meeting

Preferences:

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

  • Associate’s or Bachelor’s Degree preferred or relevant experience

  • Client-first attitude

  • Understanding of financial services vocabulary preferred

  • Organized, with absolute attention to detail

  • Ability to work independently and establish priorities

  • Ability to handle multiple requests

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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