Essential Responsibilities: This position has a dual reporting responsibility, to the LPL Financial Advisor and Office of Supervisory Jurisdiction (OSJ) on a daily basis as well as the DSFS Operations Leadership team. The primary duties for the position include mining the LPL Financial Advisors existing clients to improve and maximize client retention and satisfaction. Assist by segmenting the current book of business according to established and agreed upon criteria. Identify appropriate resources and channels for personal service based on segments. Develop, implement, execute and maintain a communication/business plan which includes ongoing and regular outreach to client base.