LPL Financial · 14 hours ago
Front Desk Client Service Associate
Greensboro, NC
Full-time
Onsite
Entry Level
$23.51/hr - $39.18/hr
2+ years expLPL Financial is a leading independent broker-dealer that empowers professionals to shape their success while helping clients pursue their financial goals. The Front Desk Client Service Associate will provide comprehensive administrative and operational support, enhance client relationships, ensure compliance, and support growth initiatives within the financial advisor's practice.
FinanceFinancial Services
Responsibilities
Assist in organizing client events
CRM assistance and documentation – maintain and upkeep client records
CRM workflows
Assist with client gifts (as needed)
Ordering office supplies and keeping inventory
Answering incoming calls and messages
Greeting clients and visitors
Maintaining overall office schedule
Administrative tasks, filing, photocopying, data entry
Maintain an organized kitchen and reception area/general office upkeep
Prepare and proofread correspondence
Process incoming and outgoing mail
Manage scheduling, contact lists, and appt coordination
Account maintenance, statements, online access
Assist with operational needs
Contribute to marketing efforts
Complete ad-hoc projects and tasks as requested
Provide direct support to the Branch Ops manager
Assist with account openings (if applicable)
Qualification
Required
3+ years of experience utilizing the Microsoft Office Suite
1+ years of experience utilizing a CRM System
Preferred
Associate or bachelor's degree
Minimum 2 years previous experience in a financial services or administrative support role
Strong organization skills with keen attention to detail
Excellent verbal and written communication skills
Strong problem-solving skills, ability to work both independently and with a team
High level of professionalism
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
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 CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase