Client Service Associate - Dickinson,ND
LPL Financial · Dickinson, North Dakota, US
**100% On-Site** Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation.
Job description
**100% On-Site** Where Ambition Meets Innovation: Build 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. Job Overview: The Client Service Associate supports financial advisors by delivering exceptional client service and providing administrative and operational support within the branch office. This role is essential to maintaining strong client relationships, ensuring accurate and timely account servicing, and supporting the overall efficiency of the advisory team. The position offers exposure to all aspects of wealth management operations and is ideal for individuals who are detail-oriented, client-focused, and thrive in a collaborative environment. Responsibilities: Serve as the primary point of contact for clients, delivering professional and responsive service via phone, email, and in-person interactions. Process routine account service requests, including beneficiary changes, address updates, account transfers, requir...