Jobs in the United States

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Added 1 min ago
Senior Administrative Assistant
Banner Health Corporate
United States
…dictation, involving standard business vocabulary, using common word processing programs. Must have the ability to acquire and utilize a thorough knowledge of organization policies,…
Added 1 min ago
Center Manager
CSL Plasma
United States
…and employees. Communicate any quality concerns or issues to Associate Director of Operations and…
Added 2 mins ago
Seasonal Sales Associate
The Paper Store
NASHUA, NH
…following company guidelines when ringing up customers at the POS, processing new product, stocking shelves, recovery of the sales floor, and cleaning throughout the…
Added 3 mins ago
Meat Clerk
Stewart's Market + Ace Hardware | Roosevelt
Roosevelt, UT
Job Title: Meat Department Associate/Meat Cutter/Butcher
Added 3 mins ago
Warehouse Associate
Express Employment Professionals
North Kansas City, MO
We’re seeking candidates to fill several Warehouse Associate positions. This flexible role will commonly perform routine tasks in a fast-paced manufacturing and warehouse-like environment.
Added 4 mins ago
Accounts Payable Specialist
Express Employment Professionals
Medford, OR
…of accounts payable functions, ensuring accurate and timely processing of invoices, payments, and vendor records. This role works closely with internal departments and external vendors to…
Added 4 mins ago
EE
Warehouse Worker
Express Employment Professionals
Alvarado, TX
- $17 USD / hour
Company in Alvarado seeking a warehouse associate.
Added 4 mins ago
EE
Full Charge Bookkeeper ($25-$30 per hour)
Express Employment Professionals
Montgomery, AL
- $25 to $30 USD / hour
Reconcile bank accounts, merchant processing accounts, and credit card statements.
Added 4 mins ago
Teller - 30 Hours
Columbia Bank
Benicia, CA
…include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine,…
Added 5 mins ago
Customers Service Associate
Dollar Tree Stores INC
Humble, TX
Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and let’s create an…
Added 6 mins ago
Customer service associate
Dollar Tree Stores INC
Medford, NY
Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and let’s create an…
Added 6 mins ago
Customer Service Associate
Dollar Tree Stores INC
Stockbridge, GA
Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and let’s create an…
Added 6 mins ago
Csa
Dollar Tree Stores INC
Seffner, FL
Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and let’s create an…
Added 6 mins ago
Customer Service Associate II
Dollar Tree Stores INC
Birmingham, AL
Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and let’s create an…
Added 6 mins ago
Front End Developer
Vantor Services Inc.
McLean, VA
…School diploma/ GED; 5 years of related experience with an Associate’s degree; 3 years of related experience with a Bachelor's degree; or 1 year of related experience and a Master's…
Added 6 mins ago
Purchasing Specialist
Texas Southmost College
TX
Proficient in the use of e-mail, word processing, spreadsheet, database, and presentation software and us
Added 7 mins ago
Pensions Operations Analyst - TCU
Metropolitan Transportation Authority
NY
Perform/support cyclical processing and period-end activities as assigned.
Added 7 mins ago
C
Payroll Coordinator
CNSCares
Englewood, CO
- $27 to $32 USD / hour
The Payroll Coordinator is responsible for supporting payroll processing operations. This position serves as a main contact point for payroll processes, supports the bi-weekly and weekly…
Added 7 mins ago
Assistant Community Director
Weidner Apartment Homes
Rogers, AR
…community through financial reporting, rent collections, invoice processing, expense tracking, and move out account reconciliations. This associate must have a passion for building…
Added 7 mins ago
Retail Associate (4107)
GOODWILL SOUTH FLORIDA
Fort Lauderdale, FL
Processing: sort, separate, and hang clothing and household items. Sort, test, clean, and mark small appliances, housewares, shoes, seasonal items, and other assorted merchandise.
Added 7 mins ago
AH
Office Associate, Outpatient, Part Time, Paradise Medical Center
Adventist Health
Paradise, CA
- Part-time
Associate’s/Technical Degree in office administration or business or equivalent combination of education/related experience: Preferred
Added 8 mins ago
HS
Purchasing Specialist I
Hulcher Services Inc
DENTON, TX
- $20 to $22 USD / hour
General Summary: Entry level position responsible for processing purchase requisitions, generating purchase orders, auditing invoices for payment, and related clerical work and record…
Added 8 mins ago
Client Accountant
ETW Equity Transwestern, LLC
Minneapolis, MN
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances.
Added 9 mins ago
Accounting Specialist
Associates in Pediatric Therapy LLC
KY
Assist with biweekly payroll processing, including wage, overtime, and bonus payments
Added 9 mins ago
TP
Keyholder
The Paper Store
MILLBURY, MA
- $15 to $17 USD / hour
…service approach. Key Holders are responsible for all Sales Associate responsibilities. Responsibilities also include providing the team with continuous coaching to improve sales and…

LPL Employee Services

Client Service Associate

Remote, United States

$23.52 to $39.17 USD / hour

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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

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