Client Service Associate - Gig Harbor,WA

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.

This full-time in office employment opportunity for the Sound CU to support Financial Advisors associated with LPL Financial under our Employee Advisor Model. This role will support advisors within the credit union. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.

Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolution. Handle account requests such as transactions, maintenance, and transfers, and provide education on services and technology. Manage onboarding, maintain accurate records, and collaborate with internal teams to resolve complex issues.

Monitor account activities, support audits, and assist with projects to improve efficiency and reduce costs. Provide administrative support including scheduling, preparing materials, and maintaining client information.

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• 1+ years of financial industry experience, preferably in wealth management

• 1+ years in client service with excellent communication skills

• Effective oral and written communication; able to explain complex information clearly and simply

• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

• Time management skills with the ability to handle multiple projects and deadlines

• Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)

• Effective oral and written communication; able to explain complex information clearly and simply

• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

• Time management skills with the ability to handle multiple projects and deadlines

• Experience with the Microsoft program suite (Outlook, Word, Excel)

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off (up to 16 days) plus eleven paid holidays, volunteer time off, and more.

This role is also eligible for LPL’s discretionary bonus. Your recruiter will be happy to discuss all that LPL has to offer!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only.

EOE.

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.