Client Service Associate - Williston,VT

This role is 100% onsite in Williston, Vermont

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.

This full-time, in-office position with East Rise Credit Union supports Financial Advisors affiliated with LPL Financial under the Employee Advisor Model, providing a strong foundation for professional growth in wealth management. The role focuses on delivering a high-quality client experience while collaborating closely with advisors and various internal departments across a growing organization. Ideal candidates are team-oriented and motivated to make a meaningful impact, demonstrating integrity, accountability, and a commitment to continuous improvement in all aspects of their work.

• 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)
• Promote efficiency by encouraging use of eSignature, paperless statements, and Account View

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• Ability to go in office M-F in our Williston, Vermont office
• 1-3 years of financial industry experience, preferably in wealth management
• Strong background in client service with excellent communication skills

• Strong attention to detail and organizational skills
• Effective oral and written communication; able to explain complex information clearly and simply
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
• Time management skills with the ability to handle multiple projects and deadlines
• Possess strong analytical and problem‑solving skills
• Self‑motivated, driven and takes initiative
• Experience with the Microsoft program suite (Outlook, Word, Excel)

• Desire to obtain industry licenses (i.e., SIE, Series 7 and 66)

$23.51-$39.18/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 you at work, at home, and at play – such as 401(k) 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.

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, 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…