{"id":2201645,"url":"https://alion.io/job/lpl-financial-client-service-associate","title":"Client Service Associate","company":{"id":678842,"name":"LPL Financial","domain":"lpl.com","url":"https://alion.io/company/lpl","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":71,"ghost_share":0,"stale_share":0.972,"repost_share":0,"time_to_fill_p50_days":12,"computed_at":"2026-10-13T05:45:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Lakeland, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":28000,"max_usd":54000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1000},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-10-09T21:26:50Z","employer_posted_date":"2026-10-09","last_verified_at":"2026-10-13T03:48:10Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Where Ambition Meets Innovation\nBuild a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.\nJob Overview:\nThe primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.\nThis is an on-site employment opportunity in Lakeland, FL that would allow you to support Financial Advisors associated with LPL Financial. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping people and families that look to our Financial Advisors for financial solutions. (Candidate is expected to be in the office 5 days a week - NOT REMOTE)\n Responsibilities:\nInbound client calls, schedule appointments, and prepare materials for client meetings\nKeep client management systems up-to-date with client information\nAssist with various documentation requirements for new business\nManage account activities that are operational in nature -new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)\nConduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)\nAssume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met\nEducate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc.\nPartners with Financial Advisor to strategize on opportunities to meet the needs of clients\nMay assist in executing trades for clients as needed to support the Financial Advisor\nWhat are we looking for?\nWe’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.\nRequirements:\n2+ years of experience utilizing Microsoft Word, Excel, and PowerPoint; CRM applications\n2+ years of prior Customer Service experience in\nSatisfactory completion of LPL Office Essentials or equivalent within 90 days of role\nPreferences:\nFinancial service industry experience\nBachelor’s degree; preferably in Business, Accounting or Finance\nExperience working with Financial Advisors, Branch and Home Office support teams\n2-7 years brokerage/financial services industry knowledge\nSeries 7 and/or Series 66 license\nStrong analytical skills and ability to research information\nDemonstrates drive, initiative, and motivation\nAbility to utilize internal resources, training & self-service options available such as iKnow, Resource Center, LPLU, etc.\nStrong customer focus, excellent verbal and written communication skills; able to explain complex information clearly and simply\nProven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment\nOrganized with a strong attention to detail and problem-solving abilities\nOutstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners\nPay Range:\n$23.52-$39.17/hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!Company Overview:\nLPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.\nAt 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.\nFor further information about LPL, please visit www.lpl.com.\nJoin 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.\nInformation on Interviews:\nLPL 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.\nEAC 5.19.26","description_format":"text","description_chars":6425,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Home office","Stock options"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-09T21:26:50Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 121 · green card filings: 3","filings_12m":121,"filings_prev_12m":103,"green_card_filings_12m":3,"median_offered_wage_usd":152379,"route":null,"cap_exempt":false,"checked_at":"2026-10-03T21:08:04+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.625,"p_room":1,"age_days":3,"expected_fill_days":12,"reasons":["conf:1","stale_co","velocity","win:early","comp:junior,brand"],"computed_at":"2026-10-13T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/lpl-financial-client-service-associate","json_url":"https://alion.io/job/lpl-financial-client-service-associate.json","meta":{"generated_at":"2026-10-13T12:25:13Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19293,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":678842},"rest":"https://alion.io/mcp/rest/get_company?id=678842"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Flpl-financial-client-service-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Flpl-financial-client-service-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Flpl-financial-client-service-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/lpl-financial-client-service-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Flpl-financial-client-service-associate"}]}