Jobs in the United States

25+ jobs

Save this search

Added 3 mins ago
Assistant Facilities Manager
Cushman & Wakefield U.S., Inc.
NY
…and safety, and quality programs, in coordination with the client's goals and…
Added 4 mins ago
FB
Senior Programs Specialist
Food Bank of Central & Eastern North Carolina
Wilmington, NC
- $25 to $30 USD / hour
The Senior Program Specialist (Outreach and Logistics) provides program coordination and oversight, partner support, data management, compliance, training, and relationship management to…
Added 4 mins ago
Commercial Banking - Community Relations Coordinator
NBH Bank
Dallas, TX
…would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers understand the…
Added 5 mins ago
MS
Associate, Banking
Morgan Stanley
NY · New York
- $225,000 USD / year
Morgan Stanley & Co. LLC is seeking an Associate, Banking in New York, New York to Provide financial advisory services related to mergers and acquisitions to various clients. Create…
Added 5 mins ago
MS
Associate, Banking
Morgan Stanley
NY · New York
- $175,000 to $200,000 USD / year
Morgan Stanley & Co. LLC is seeking an Associate, Banking in New York, New York to provide investment banking services to the largest and most notable issuers nationwide in the public…
Added 5 mins ago
MS
Market Administrator
Morgan Stanley
Rochester, NY · Rochester
- $55,000 to $95,000 USD / year
…Manager, Market Business Service Officer, Senior Risk Officer and Associate Market Manager). Responsibilities include assisting Complex Management in connection with matters affecting the…
Added 6 mins ago
Event Marketing Manager
Jackson & Coker Locumtenens, LLC
United States
Lead event strategy: Develop and execute national conferences, trade shows, experiential marketing programs, and client and prospect engagement events that support lead generation, brand…
Added 6 mins ago
CM
Publication Manager (Equivalent to Associate Director)
Costello Medical
Boston, MA · New York, NY
- $110,000 to $120,000 USD / year
…oversee quality and timelines, and build strong, long-term client…
Added 7 mins ago
Financial Reporting Associate
Example Corp
Scottsdale, AZ
As a new associate at Equity Methods, you will have an immediate opportunity to begin applying the skills you acquire in training to client work. You will then gain exposure to client…
Added 7 mins ago
Temporary Sales Associate
Tapestry, Inc.
Tyler, TX
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 7 mins ago
Temporary Sales Associate
Tapestry, Inc.
Tyler, TX
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 7 mins ago
Temporary Sales Associate
Tapestry, Inc.
Atlanta, GA
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 7 mins ago
Temporary Sales Associate
Tapestry, Inc.
Oakbrook, IL
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 7 mins ago
Sales Associate II
Tapestry, Inc.
Troy, MI
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 8 mins ago
Research Project Manager
University of South Florida
Tampa, FL
…will include in-depth qualitative analysis (via MAXQDA) of data that examines how digital modalities affect access to and treatment of mental health conditions in Cambodia, as well as…
Added 10 mins ago
Data Center FieldOps Technician
EOS
Kuna, ID
We are seeking a dedicated Data Center Technician to join our infrastructure engineering team. The ideal candidate will be responsible for the installation, service, maintenance, repair,…
Added 12 mins ago
Investment Operations Associate
State Employees' Credit Union
United States
The Investment Operations Associate plays a crucial role in supporting the operational functions within CUIS, ensuring the smooth execution of financial transactions and procedures. This…
Added 12 mins ago
L
Administrative Assistant
lhh
Albuquerque, NM
- $22 to $24 USD / hour
Data Entry for client accounts; verify customer information in every phone call
Added 12 mins ago
LN
Associate Service Center Agent – Stop and Shop
LaSalle Network
Quincy, MA
- $21 to $24 USD / hour
We have partnered with our client in their search for an HR Service Representative. In this role, you will act as the first point of contact for all associate HR-related phone or…
Added 14 mins ago
Toxicology Senior Associate
Guidehouse Inc.
GA
Guidehouse is seeking a Toxicology Senior Associate to support federal public health and environmental health programs focused on assessing human health impacts associated with exposure to…
Added 14 mins ago
Talent Acquisition Manager
RTX
Remote, United States
This position serves as a Raytheon Talent Acquisition Manager for a segment of our engineering. Reporting to the Associate Director of Talent Acquisition, the selected candidate will be…
Added 15 mins ago
Data Management Associate
Illumia, LLC
Scottsdale, AZ · Ithaca, NY
Enter the data into Illumia’s proprietary software applications using a mix of file-based imports and manual data entry into various database environments (cloud-hosted, or on-premise on…
Added 17 mins ago
Associate Counselor / Therapist
Pyramid Healthcare
Atlanta, GA
Pyramid Healthcare is dedicated to offering the highest quality of care to those we serve. A focus on client-focused care establishes our family of brands as respected leaders in addiction…
Added 18 mins ago
C
Retail Scan Associate (CORPUS CHRISTI TX 78402)
Circana
Corpus Christi, TX · Corpus Christi
- $15 to $16 USD / hour
…locations, including aisle end caps throughout the store. The data collected is analyzed and used to improve the sales performance of the product and retailer…
Added 18 mins ago
C
Retail Scan Associate (ALBUQUERQUE NM 87109)
Circana
Albuquerque, NM · Albuquerque
- $15 to $16 USD / hour
…locations, including aisle end caps throughout the store. The data collected is analyzed and used to improve the sales performance of the product and retailer…

LPL Employee Services

Client Service Associate

Remote, United States

$23.52 to $39.17 USD / hour

Apply About employer

Applications open in a new tab.

Job details

Pay: $23.52 to $39.17 USD / hour
Experience: Minimum 2 years previous experience in a financial services or administrative support role.
Posting language: English
Posted: Nov 9, 2026

Original job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience. This position is responsible for administrative tasks, client relationship management, and operational support within the branch office. The ideal candidate is highly organized, detail oriented, and able to handle multiple responsibilities while maintaining a professional and client focused approach.

Responsibilities:

Serve as the first point of contact for clients, providing friendly and professional assistance via phone, email and in person.
Schedule and confirm client meetings, prepare necessary documentation, and assist with follow-ups.
Address general client inquires related to account maintenance, statements, and online access.
Ensure timely and accurate processing of client requests, such as beneficiary updates, address changes, RMDs, and account transfers.
Maintain strict confidentiality regarding client information and adhere to compliance guidelines.
Manage calendars, coordinate appointments, and organize client review meetings for financial advisors.
Prepare, proofread, and distribute reports, presentations and correspondence.
Maintain and update client records in the firm’s CRM system, ensuring data accuracy.
Handle incoming and outgoing mail, including scanning and filing important documents.
Order office supplies and assist with general office upkeep.
Process new account paperwork, ensuring all required documentation is completed and compliant.
Assist in maintaining compliance records, ensuring adherence to FINRA, SEC and firm policies.
Support the team in monitoring client accounts for accuracy and resolving administrative issues.
Coordinating with custodians, fund companies, and other financial institutions to process transactions and resolve client account issues.
Assist in organizing client appreciation events, webinars, and educational seminars.
Help manage social media updates, newsletters, and other client communication initiatives.

What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

Minimum 2 years previous experience in a financial services or administrative support role.

Preferences:

Associate or bachelor’s degree, preferably in business, accounting or finance.
Strong organizational skills with a keen attention to detail.
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Ability to learn and use CRM systems.
Strong problem-solving skills, and the ability to work both independently and with a team.
High level of professionalism, discretion, and ethical conduct.

#LPL-PA

Pay Range:

$23.52-$39.17/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

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 (855) 575-6947.

EAC 5.19.26

Apply About employer

Report this job