Client Service Associate - Williston,VT

Job description

This role is 100% onsite in Williston, Vermont What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: This full‑time, in‑office position with EastRise Credit Union supports Financial Advisors affiliated with LPL Financial under the Employee Advisor Model, providing a strong foundation for professional growth in wealth management. The role focuses on delivering a high‑quality client experience while collaborating closely with advisors and various internal departments across a growing organization. Ideal candidates are team‑oriented and motivated to make a meaningful impact, demonstrating integrity, accountability, and a commitment to continuous improvement in all aspects of their work. Responsibilities: Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolutions Handle client que...