About this role
Registered Client Service Associate at Lplfinancial. Location: Newport Beach, California, United States. Role: providing support, managing accounts, processing documentation Requirements: 3+ years client-facing financial services experience; active Series 7 and Series 66 (or 63/65); experience with life insurance and annuity servicing; strong client service, communication, organizational, and problem-solving skills; Microsoft Office and CRM proficiency. Category: Finance Seniority: Mid Level Tools: Microsoft Office, CRM Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English