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Job Overview :
The 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.
Primary role responsibilities include but are not limited to :
Answer phones and prepare materials for client meetings
Keep client management systems up-to-date with client information
Assist with information and documentation requirements for new accounts, transfers, and more
Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
Manage account activities that are operational in nature new accounts, cash management, transfers, and account maintenance (e.
g., periodic distributions, debits)
Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
Educate clients on account services, capabilities, and new technology eSignature, paperless statements, Account View (client portal), etc.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment , are client-focused, team-oriented , and are able to execute in a way that encourages creativity and continuous improvement .
Requirements :
Organized with a strong attention to detail and problem-solving abilities
Effective oral and written communication; able to explain complex information clearly and simply
Time management skills with the ability to handle multiple projects and deadlines
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal / external partners
Ability to analyze and research information
Self-motivated, driven and takes initiative
Prior customer service experience (financial services background preferred)
LI-DM1
Pay Range :
$22.56-$33.84 / 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!
Last updated : 2024-06-25
Full Time
Business Services
$68k-88k (estimate)
06/26/2024
09/24/2024
lplsunnyvale.com
SAN DIEGO, CA
500 - 1,000
1989
DAN ARNOLD
$200M - $500M
Business Services
The job skills required for Client service associate include Client Service, Customer Service, Initiative, Problem Solving, Attention to Detail, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service associate positions, which can be used as a reference in future career path planning. As a Client service associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service associate. You can explore the career advancement for a Client service associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
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Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
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Step 3: View the best colleges and universities for Client Service Associate.