About this role
Client Service Associate - Massapequa, NY at LPL Financial. Location: Wantagh or Massapequa or New York. Role: serving clients, managing onboarding, preparing reports Requirements: 2+ years financial industry and client service experience; strong organizational and communication skills; familiarity with account paperwork, onboarding, and client support; preferred Series 7 and financial planning background. Category: Customer Service Seniority: Entry Level Tools: CRM, ACATs Certifications: series 7 Commitment: Full Time Workplace: Onsite Languages: English