Client Service Associate - Newport News, Virginia

LPL Financial

Newport News, Virginia, US
Base: $23.52-$39.17ph; bonus/equity: employee stoc...
100% onsite
100% onsite work in newport news
2+ years experience with financial advisors
Strong organizational skills
This role provides comprehensive administrative and operational support within a financial advisor's practice while ensuring compliance with industry regulations

Job Summary

  • This role provides comprehensive administrative and operational support within a financial advisor's practice while ensuring compliance with industry regulations.
  • The ideal candidate will serve as the primary point of contact for clients, resolving inquiries and managing account-related requests.
  • LPL Financial offers a competitive total rewards package including 401K matching, health benefits, and employee stock options.

Matching Summary

This role provides comprehensive administrative and operational support within a financial advisor's practice while ensuring compliance with industry regulations.

Salary

Base: $23.52-$39.17/hour; Bonus/Equity: Employee stock options included; Benefits: 401K matching, health benefits, paid time off

Skills & Requirements

Must-have

  • 100% onsite work in Newport News
  • 2+ years experience with Financial Advisors
  • Strong organizational skills

Nice-to-have

  • Embraces creativity and continuous improvement
  • Thrives in fast-paced team environments
  • Driven to help clients succeed

Key Requirements

  • Active Series 7 or 66 license (or obtain within 1 year)
  • 2+ years experience as Client Service Associate
  • Ability to work onsite Monday through Friday

Work Rights

Not specified

Tailored Resume

Cover Letter