LPL Financial · 1 day ago
Client Service Associate - Gig Harbor,WA
Gig Harbor, WA
Full-time
Onsite
Entry Level
$23.51/hr - $39.18/hr
1+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success. The Client Service Associate role involves supporting Financial Advisors by managing client inquiries, handling account requests, and providing administrative support.
FinanceFinancial Services
Responsibilities
Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolution
Handle account requests such as transactions, maintenance, and transfers, and provide education on services and technology
Manage onboarding, maintain accurate records, and collaborate with internal teams to resolve complex issues
Monitor account activities, support audits, and assist with projects to improve efficiency and reduce costs
Provide administrative support including scheduling, preparing materials, and maintaining client information
Qualification
Required
1+ years of financial industry experience, preferably in wealth management
1+ years in client service with excellent communication skills
Some travel to local branches required
Strong attention to detail and organizational skills
Effective oral and written communication; able to explain complex information clearly and simply
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Time management skills with the ability to handle multiple projects and deadlines
Possess strong analytical and problem-solving skills
Self-motivated, driven and takes initiative
Preferred
Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
Experience with the Microsoft program suite (Outlook, Word, Excel)
Benefits
401K matching
Health benefits
Employee stock options
Paid time off (up to 16 days)
Eleven paid holidays
Volunteer time off
Discretionary bonus
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
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
MarketScreener
2025-12-16
2025-12-12
Company data provided by crunchbase