Registered Client Service Associate - Paramus, NJ - Full-time

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. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Registered CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Responsibilities:

We are seeking a client‑focused, organized associate to support our advisory team. Responsibilities include managing inbound calls, scheduling appointments, preparing meeting materials, and keeping client information updated. You will assist with new business documentation and handle key account operations such as new account setup, transfers, cash management, and maintenance tasks.

This role also involves proactive outreach on time‑sensitive items, taking ownership of client requests, and coordinating with internal teams to ensure timely service. You will educate clients on our digital tools, including eSignature and our client portal, and collaborate closely with the Financial Advisor to support client needs. Occasional assistance with trade execution may be required.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 3+ years' experience supporting Financial Advisors and collaborating with Branch and Home Office teams in a brokerage/ financial services setting

• Series 66 and/or Series 7 license
   

Core Competencies:

• Strong customer focus with clear, simple communication skills• Able to manage multiple projects efficiently in a fast-paced environment

• Highly organized with strong attention to detail and problem‑solving skills

• Excellent interpersonal skills and ability to build strong relationships

• Strong analytical and research abilities

• Demonstrates initiative, motivation, and drive

• Proficient in Microsoft Word, Excel, PowerPoint, and CRM tools

• Comfortable using internal resources and training platforms

Preferences:

• Bachelor’s degree; preferably in Business, Accounting or Finance

#LI-Onsite

 

Pay Range:

$25.85-$43.08/hour

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit .

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.

• Impactful Work: Our size is just right for you to make a real impact.

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.

• Community Focus: We care for our communities and encourage our employees to do the same.

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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