Client Service Associate jobs in United States
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LPL Financial · 1 day ago

Client Service Associate

positionNorth Slidell, LA
timeFull-time
remoteOnsite
seniorityMid Level
money$23.51/hr - $39.18/hr
date3+ years exp

LPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. As a Client Service Associate, you will provide comprehensive administrative and operational support within financial advisor practices, focusing on enhancing client relationships and ensuring compliance with industry regulations.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Serve as the primary point of contact for clients by managing inquiries, coordinating with internal teams, and partnering with Financial Advisors to deliver timely, high‑quality service
Support client relationships through account setup and maintenance, cash management, transfers, documentation, and use of digital tools, while maintaining accurate client records and scheduling meetings
Provide administrative and operational support, conduct proactive client outreach, stay aligned with compliance requirements, and participate in training, firm initiatives, and marketing activities as needed

Qualification

Customer service experienceClient relationship managementOrganizational skillsCompliance knowledgeTeam collaboration

Required

3+ years of customer service experience

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.
dateFounded in 1968
location
Boston, Massachusetts, USA
people-size5001-10000 employees
web-link
https://www.lpl.com

H1B Sponsorship

LPL Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)

Funding

Current Stage
Public Company
Total Funding
$2.5B
2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Chief Executive Officer
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Sid Vyas
Chief Technology Officer/EVP
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Recent News

GlobeNewswire
LPL Financial Welcomes Rand, Williams & Associates, LLC
2026-01-09
GlobeNewswire
Somesh Khanna Elected to LPL Financial Board of Directors
2026-01-09
GlobeNewswire
KraneShares U.S. Hedged Equity ETF (KSPY) Joins LPL Financial’s No-Transaction-Fee Platform
2026-01-09
Company data provided by crunchbase