Client Services Associate

Company Description

LPL Financial is the largest independent broker-dealer in the United States, serving independent financial advisors and financial institutions. Investment Planning Group in Stuart Florida is an independent branch office of LPL.

Full Job Description

Established financial planning and investment firm seeks an outgoing person to provide a unique client experience as a Client Service Associate. This is a full-time on-site role.

Resourceful, organized with strong verbal and written communication skills.

Detail-oriented; excellent follow-through skills and ability to manage priorities.

Positive Attitude, multi-tasking

Ability to be adaptable as situations or business demands change.

Provide a high level of professionalism with clients via face to face, phone, email and deliver a strong client experience

Ability to closely follow office processes & policies related to office operations and client privacy

Responsibilities include but are not limited to:

Initiate and track client paperwork effectively.

Ensure inquires and issues are resolved to achieve service levels.

Follow up on pending business.

Provide high quality service for clients.

General support to advisors

Knowledgeable in current office setting and equipment.

Scanning of client documents

Open new accounts, manage account forms per instructions from advisor.

Handling of incoming client calls / processing client requests

Scheduling appointments, Calendar Management, Handling correspondences, mail, phone calls and general administrative duties

Qualifications

Strong communication skills, both written and verbal, with the ability to actively listen and respond to clients' needs

Demonstrated problem-solving skills with a client-centric approach

A track record of successfully handling challenging situations with clients

Ability to work in a fast-paced environment

Microsoft Office: 3 years (preferred)

Client Relations/Administrative Support: 3 years (preferred)

CRM Software/Database: i.e. Retail, Salesforce

Preferred Qualifications

3+ years in Financial Services Industry

3+ years in Banking/Insurance industry

Compensation

Generous paid holidays

Two weeks paid vacation/sick time

401k Plan

Healthcare Reimbursement Plan

Monday - Friday Schedule

Professional, Fun, Motivating Atmosphere

$20/Hour

Job Type: Full-time

Pay: $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Application Question(s):

• Do you have work experience specific to the securities industry?

Education:

• High school or equivalent (Preferred)

Experience:

• Financial services: 3 years (Required)
• Customer Service: 3 years (Required)

Work Location: In person