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Client Service Associate

LPL Financial · Albany, New York, United States

Location
Albany
Job Type
Full time
Posted
June 19, 2026

Job Description

Job Overview:

This role is based onsite in Albany, NY and requires in-office presence five days per week.

The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience. This position is responsible for administrative tasks, client relationship management, and operational support within the branch office. The ideal candidate is highly organized, detail oriented, and able to handle multiple responsibilities while maintaining a professional and client focused approach.

Responsibilities: 

  • Serve as the first point of contact for clients, providing friendly and professional assistance via phone, email and in person.
  • Schedule and confirm client meetings, prepare necessary documentation, and assist with follow-ups. 
  • Address general client inquires related to account maintenance, statements, and online access.
  • Ensure timely and accurate processing of client re...

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