Client Experience Specialist β€” Financial Services

Client Experience Specialist β€” Financial Services

Full-Time On-site
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LPL Financial is seeking a Client Service Associate to support financial advisors and ensure an outstanding client experience. This in-office role handles administrative tasks, client relationships, and branch operations with strong attention to detail and professional client service.

The ideal candidate will manage client communications, calendar coordination, account maintenance, and compliance adherence while collaborating with custodians and institutions to ensure accurate processing of

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Contact Details:

lplfinancial Recruitment Team