Patent Client Services Administrator managing patent group client portfolios within a hybrid model, ensuring quality service and effective workflows.
About the role
- Client Service Associate providing support for Financial Advisors at LPL Financial in Williston, Vermont. Ensuring high-quality client experience through daily communication and timely resolutions.
Responsibilities
- Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolutions
- Handle client questions on account activity, policies, and documentation
- Submit and process account activities such as new accounts, transfers, maintenance, and trade orders
- Proactively reach out on time-sensitive items like RMDs, distributions, and tax forms
- Research and resolve complex issues while coordinating with internal departments
- Maintain accurate client information in CRM and support administrative needs (scheduling, meeting prep)
Requirements
- 1-3 years of financial industry experience, preferably in wealth management
- Strong background in client service with excellent communication skills
- Ability to go in office M-F in our Williston, Vermont office
- Experience with the Microsoft program suite (Outlook, Word, Excel)
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Job title
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