Mid Level Service Associate Jobs
Mid level service associate jobs go to professionals ready to own client interactions end to end, guide junior team members, and resolve complex issues with minimal supervision. Across on-site, hybrid, and remote settings in Banking & Financial Services, Medical Devices, and Technology & Software, employers like JPMorganChase, RBC, and Elekta are hiring at this level now.
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Showing 5 of 9+ Mid Level Service Associate jobs
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
As a Senior Registered Client Service Associate for INC Advisors in Paramus, NJ, you will provide comprehensive administrative and operational support within the financial advisor’s practice. This pivotal role focuses on enhancing client relationships, ensuring compliance with industry regulations, and supporting the firm’s growth initiatives. The ideal candidate possesses strong organizational skills, exceptional client service abilities, and a thorough understanding of financial products and services.
Responsibilities:
- Serve as the primary point of contact for clients, providing exceptional service and timely issue resolution.
- Support account maintenance, money movement requests, onboarding, and client documentation while ensuring regulatory compliance.
- Process transactions and trade requests accurately while maintaining account records and monitoring alerts.
- Partner with advisors to prepare financial plans, client meeting materials, and deliver ongoing client support.
- Maintain compliance with firm policies, regulatory requirements, audits, and risk management procedures.
- Support business growth through client engagement, marketing initiatives, event coordination, and administrative operations.
What are we looking for?
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.
Requirements:
Fulltime In-office M-F- 3+ years of Financial Services Experience in a Client/Advisor Support Role.
- Strong knowledge of financial products and services, including trade execution and the ability to discuss investment recommendations within compliance guidelines.
- Proven client service professional with exceptional communication, organization, problem-solving, and relationship management skills, complemented by proficiency in Microsoft Office, financial CRM platforms, and a high degree of professionalism and attention.
#LI-Onsite
Pay Range:
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 www.lpl.com.
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.
EAC 5.19.26
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
As a Senior Registered Client Service Associate for INC Advisors in Paramus, NJ, you will provide comprehensive administrative and operational support within the financial advisor’s practice. This pivotal role focuses on enhancing client relationships, ensuring compliance with industry regulations, and supporting the firm’s growth initiatives. The ideal candidate possesses strong organizational skills, exceptional client service abilities, and a thorough understanding of financial products and services.
Responsibilities:
- Serve as the primary point of contact for clients, providing exceptional service and timely issue resolution.
- Support account maintenance, money movement requests, onboarding, and client documentation while ensuring regulatory compliance.
- Process transactions and trade requests accurately while maintaining account records and monitoring alerts.
- Partner with advisors to prepare financial plans, client meeting materials, and deliver ongoing client support.
- Maintain compliance with firm policies, regulatory requirements, audits, and risk management procedures.
- Support business growth through client engagement, marketing initiatives, event coordination, and administrative operations.
What are we looking for?
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.
Requirements:
Fulltime In-office M-F- 3+ years of Financial Services Experience in a Client/Advisor Support Role.
- Strong knowledge of financial products and services, including trade execution and the ability to discuss investment recommendations within compliance guidelines.
- Proven client service professional with exceptional communication, organization, problem-solving, and relationship management skills, complemented by proficiency in Microsoft Office, financial CRM platforms, and a high degree of professionalism and attention.
#LI-Onsite
Pay Range:
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 www.lpl.com.
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.
EAC 5.19.26
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- Banking & Financial Services
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Mid Level Service Associate Jobs: Frequently Asked Questions
How do I get a mid level service associate job?
Position your experience around ownership and outcomes, not just tasks completed. Highlight moments where you resolved escalated issues independently, trained peers, or improved a process. Tailor your resume to show scope, not just tenure. Recruiters at this level want evidence that you can be trusted to handle accounts, workflows, or client relationships without constant guidance.
Which companies hire mid level service associates?
Companies hiring mid level service associates right now include JPMorganChase, RBC, and Elekta, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers large enterprise employers, regional service organizations, and growth-stage companies that need seasoned professionals who can operate with meaningful autonomy.
Are there remote mid level service associate jobs?
Yes, though availability varies by industry and employer type. About 0% of mid level service associate openings are remote or hybrid as of November 2026, reflecting strong demand for experienced professionals who can manage client relationships and internal workflows without being on-site every day.
How do I move up to a mid level service associate role?
Moving into mid level typically means demonstrating consistent ownership over your first few years. Build depth in your area, take on projects that stretch beyond your immediate responsibilities, and document measurable outcomes. Employers look for professionals who have handled complexity, mentored others informally, and shown they can make sound judgment calls without being directed at every step.
Which industries hire the most mid level service associates?
Mid Level service associate roles concentrate in Banking & Financial Services, Medical Devices, and Technology & Software, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they rely on experienced service professionals to maintain client relationships, support operational continuity, and handle the complexity that entry level staff are not yet equipped to manage.