Registered Client Service Associate - Tigard,Oregon
LPL Financial is hiring for Registered Client Service Associate - Tigard,Oregon in Tigard OR - Field Mgmt. Junior level. First seen September 29, 2026; open as of November 12, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- LPL Financial
- Where
- Tigard OR - Field Mgmt
- Level
- Junior
- First seen
- September 29, 2026
- Listed via
- Workday
What the posting says
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: - Answer phones, schedule appointments, and prepare materials for client meetings - Keep client management systems up to date with client information - Assist with information and documentation requirements for new accounts, transfers, and more - Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs) - Manage account activities that are operational in…
Read more and apply on LPL Financial's site
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