Client Service Associate - Williamsville , NY

Job description

This role is 100% onsite in Williamsville, New York 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: This is a full‑time, in‑office position supporting Financial Advisors and focusing on delivering a high‑quality client experiences while collaborating closely with 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 questions on account activity, policies, and documentation Submit and process account activities such as new accounts, transfers, maintenance, and trade orders Proactively reach out on time‑sensitive items like RMDs, distributio...