what’s possible with LPL Financial. Job Overview: The primary role of the Registered Client Service Associate (CSA) is to provide... work environment. Responsibilities: We are seeking a client‑focused, organized associate to support our advisory team...
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the... client experience through an elevated standard of care. The Registered CSA assists with the development and growth...
or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money... an exceptional client experience Assisting the FA/PWA/team in delivering against their client service model, including preparing...
of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience..., efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business...