Client Service Associate - Bridgewater, NJ

Position Overview

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. In this in-office opportunity in Bridgewater, NJ, you will support Financial Advisors under our Employee Advisor Model—serving as a vital link between internal teams, advisors, and clients. If you’re passionate about improving financial wellbeing, adding value, and streamlining processes, this role is your next stepping stone in wealth management.

Key Responsibilities

• Provide comprehensive client support through daily communication with advisors and clients.
• Address inquiries on account activity, policies, documentation, and manage time-sensitive tasks such as RMDs, distributions, and tax forms.
• Submit account instructions, research complex issues, and collaborate with internal teams for timely resolution.
• Educate clients and advisors on services and technology, including eSignature and paperless options, and contribute to peer development and project work.
• Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption.
• Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

Required Qualifications

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

Preferred Qualifications

• Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
• Strong attention to detail and organizational skills
• Effective oral and written communication, with the ability 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
• Strong analytical and problem-solving abilities
• Self-motivated, driven, and takes initiative
• Experience with the Microsoft program suite (Outlook, Word, Excel)

Benefits & Perks

• Compensation: $23.51 - $39.18/hour. Actual base salary varies based on factors such as skill, experience, education, and geographic location.
• Total Rewards Package: Includes 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more, all designed to support your success at work and at home.