Client Service Associate - Spokane, Wa

LPL Financial

Spokane, WA, US
Base: $23.51-$39.18ph; bonus/equity: discretionary...
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Client relationship management
Financial product knowledge
Compliance adherence
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

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