Client Service Associate

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The Investment Center Advisor Group is a community of over 350 professionals affiliated with LPL Financial. Our mission is to provide advisors with the freedom to run their practices independently—while offering the connection, support, and infrastructure of a larger network. We strive to create an environment where advisors and their teams feel empowered and part of something greater.

At ICA Group, we support independent financial advisor offices by simplifying complex systems and delivering high-impact, personalized service. As part of the LPL Financial ecosystem, we serve as the connection between small advisor teams and a large corporate infrastructure

Our motto is to “make big feel small.” We bring structure, clarity, and follow-through to everything we do—so advisors and their staff feel supported, not overwhelmed.

We’re a small, experienced team that works with trust, accountability, and a shared sense of purpose. Everyone brings different strengths, and we rely on strong communication and mutual support to keep things moving. We value consistency, creative thinking, and a team-first mindset. If you’re someone who takes ownership and finds pride in doing meaningful work well, you’ll fit right in.

This role is a key part of our operations team. We’re looking for someone who’s reliable, detail-oriented, and comfortable managing important workflows from start to finish. You’ll be responsible for keeping things organized and on track behind the scenes while working closely with both internal teams and advisor offices.

You won’t be doing busywork—your contributions will directly shape how advisors experience our support. From onboarding coordination to service follow-up and digital engagement, this role is hands-on, fast-moving, and meaningful.

We need someone who can take ownership, is resourceful, communicate clearly, and help us maintain a high level of service—especially as we grow.

What We Offer

• A close-knit, mission-driven team that values communication and follow-through

• Work that matters and has a direct impact on the advisor offices we serve

• Flexibility to work hybrid or remotely (depending on experience and fit)

• A role that blends structure with creativity—and space to grow

Responsibilities:

Client Support & Administrative Coordination

• Support onboarding of new advisor offices, including communication, documentation, and scheduling

• Follow up on service escalations and coordinate with LPL teams to get things resolved

• Keep internal documents, directories, and CRM entries accurate and organized

• Help track team projects and document meeting outcomes

Digital & Communication Support

• Assist with managing our LinkedIn and Facebook presence (light content scheduling, updates)

• Help ensure communication with advisors and assistants is clear and consistent

• Share ideas for improving outreach or engagement based on what you're seeing day to day

Team Collaboration

• Communicate openly and proactively with team members

• Contribute to internal projects and help us improve how we work

• Show up with curiosity, accountability, and a service-first mindset

• Stay self-driven and take initiative without needing close supervision

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Core Competencies:

• You’re experienced, dependable, and confident owning your responsibilities

• You care about the details and take pride in finishing what you start

• You’re organized, steady, and good at keeping things on track without needing to be micromanaged

• You’re a clear communicator who’s comfortable working with advisor offices and team leads

• You’re curious, open to new tools, and ready to support both structure and creativity

• You are always looking for ways to grow through learning, studying, and continuous improvement

• You are a self-starter

Preferences:

• Experience working in a financial advisor office or supporting client service/operations

• Familiarity with tools like Redtail CRM, ClientWorks, Microsoft Teams, Office Suite

• Experience with onboarding, follow-ups, or back-office processes

• Comfort with light content planning or social media scheduling tools (e.g., Constant Contact, Canva, Buffer)

• A calm, thoughtful approach—especially when things are moving fast

#LI-PA 

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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