Senior Client Service Associate - Spokane, WA

Job description

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: As a Senior Client Service Associate with Fulcrum Financial Group , a dynamic and rapidly expanding financial advisory firm nestled on Spokane’s picturesque South Hill, you will provide comprehensive administrative and operational support within the financial advisor’s practice. This pivotal role focuses on enhancing client relationships, ensuring compliance with industry regulations, and supporting the firm’s growth initiatives. The ideal candidate possesses strong organizational skills, exceptional client service abilities, and a thorough understanding of financial products and services. Responsibilities: This role serves as the primary point of contact for clients, providing timely support, resolving inquiries, and educating them on firm services. Key responsibilities...