Fin Service Profess - Masters

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 Career & Community:
You’ll also have regular time for coaching, career development activities, participate in ERG events and other opportunities to connect with colleagues and build community here at LPL!

Support & Development:
From day one, you’ll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime

Team Environment:
Serving the same set of clients every day. This creates synergy, smooth workflows, and provides you with easy access to leverage points

Familiarity:
Between practices and the LPL employees who serve them. This builds trust, belonging and depth of understanding around functions and clients

Efficient Solutions:
Easy access to a support structure with key leverage points to ensure your complex inquiries are handled seamlessly

Responsibilities:

Communicating directly with our clients by phone and email for up to 85 percent of your day Research complex situations, set client expectations, and define the actions necessary to resolve inquiries

Educate clients on the use of technology to monitor, maintain, and service their operational needs

Communicate operational and financial industry policies and procedures

Assume ownership of inquiries and see them through to a timely resolution and consistent follow-up Adhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investors’ best interest

Complete operational tasks including data input

Communicate with internal departments to ensure we meet our clients' expectations for timely service delivery

Actively participate in training to remain current with operational policies and procedures

Drive customer experience to high levels of satisfaction by adhering to our corporate values

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 Triple skilled in Move Money, Account Transfers, and New accounts Direct Business Bachelor’s degree from an accredited institution or equivalent education and experience1+ years in a client-facing, service-oriented role, ideally in a team-based environment

Core Skills Empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership

Attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously

Curiosity coupled with a desire for continuous learning.

Customer focus

Communication skills

Work ethic

Organized

Track record in relationship management and customer satisfaction

Ability to work with all levels of clients, management and employees

Preferences

Upskilling on:
Tax, Cost Basis, Margins and AdvisorySIE obtained and/or 2+ years in the Service Center Work Schedule and Locations:

Locations:
Fort Mill, SC/ Tempe, AZWork Schedules:
We offer a variety of schedules designed to meet our customers’ needs. Applicants must be able to support working a regularly scheduled shift anytime between the hours of 8am EST and end as late as 7pm EST Monday-Friday.

The role is based in the office locations mentioned in the job description and follows our hybrid working model. Your schedule will depend on the business needs and requirements of your assigned team.

Pay Range:$23.72-$39.52/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…