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LPL Financial is seeking a Senior Client Service Associate in Spokane, WA, to provide administrative and operational support within a financial advisory firm. The role emphasizes enhancing client relationships, ensuring compliance, and supporting firm growth, requiring strong organizational skills and a background in financial services.
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Job Summary
As a Senior Client Service Associate, you will be the first point of contact for clients, providing professional assistance and supporting financial advisors with administrative tasks.
The role offers a competitive pay range with a comprehensive Total Rewards package including 401K matching, health benefits, paid time off, and discretionary bonuses.
LPL Financial fosters an innovative environment with limitless career potential, a unified mission, and a commitment to workplace equality and community focus.
Matching Summary
Match Score: 75
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LPL Financial is seeking a Senior Client Service Associate in Spokane, WA, to provide administrative and operational support within a financial advisory firm. The role emphasizes enhancing client relationships, ensuring compliance, and supporting firm growth, requiring strong organizational skills and a background in financial services.
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Salary
Base: $23.51-$39.18/hour; Bonus/Equity: Discretionary bonus eligible; Benefits: 401K matching, health benefits, paid time off, employee stock options
Skills & Requirements
Must-have
Client relationship management
Financial product knowledge
Compliance adherence
CRM system proficiency
Microsoft Office Suite skills
Calendar and appointment coordination
Nice-to-have
Team collaboration
Continuous improvement mindset
Creativity and innovation
Strong organizational skills
Exceptional client service abilities
Ethical conduct and discretion
Key Requirements
2+ years of relevant experience
Proficiency in Microsoft Office and CRM systems
Strong verbal and written communication skills
High level of professionalism and discretion
Experience in financial services or administrative support