Client Service Associate - Bridgewater, NJ jobs in United States
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LPL Financial · 5 hours ago

Client Service Associate - Bridgewater, NJ

positionNew Jersey, United States
timeFull-time
remoteOnsite
seniorityEntry Level
money$23.51/hr - $39.18/hr
date1+ years exp

LPL Financial is a rapidly growing wealth management firm that empowers professionals to help clients achieve financial goals. The Client Service Associate role involves supporting Financial Advisors by providing client support, managing account inquiries, and collaborating with internal teams to enhance client experiences.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms
Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution
Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work
Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption
Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports

Qualification

Financial industry experienceClient service experienceDesire for industry licensesMicrosoft program suiteAnalytical skillsAttention to detailOrganizational skillsEffective communicationInterpersonal skillsTime managementProblem-solving skillsSelf-motivatedInitiative

Required

1+ years of financial industry experience, preferably in wealth management
1+ years of experience in client service industry

Preferred

Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
Strong attention to detail and organizational skills
Effective oral and written communication; able to explain complex information clearly and simply
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Time management skills with the ability to handle multiple projects and deadlines
Possess strong analytical and problem-solving skills
Self-motivated, driven and takes initiative
Experience with the Microsoft program suite (Outlook, Word, Excel)

Benefits

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

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
Interim CEO
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Sid Vyas
Chief Technology Officer/EVP
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Recent News

GlobeNewswire
Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client Service
2026-01-15
thefly.com
LPL Financial appoints Ilan Davidovici as EVP, corporate strategy
2026-01-13
GlobeNewswire
LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy
2026-01-12
Company data provided by crunchbase