Licensed Client Services Associate for Financial Advisors
lpl financialMelbourne, FL
Licensed Client Services Associate for Financial Advisors
lpl financialMelbourne, FL
today
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Clerks, All OtherIndustries
Miscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceMiscellaneous IntermediationAbout the role
LPL Financial LLC is seeking a Registered Client Service Associate to provide administrative support to one or more advisors in Lakeland, FL. The role emphasizes client service, appointment scheduling, and seamless operation of client management systems. The candidate should have excellent communication, organizational skills, and the ability to handle multiple tasks in a fast-paced environment, with a focus on meeting client needs and supporting advisors.
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JOB OVERVIEW
Experience level
Mid
Location
Melbourne, FL
Occupation
Personal Financial Advisors
Industry
Miscellaneous Financial Investment Activities
Posted
today
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