Premium Support – Financial Service Relationship Professional, Summit

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:

Join LPL’s Summit Pod team, where service is consultative, relationship driven, and designed to support our most accomplished advisors. As a Financial Service Professional, you’ll provide an elite, differentiated service experience for Summit‑qualified advisors, serving as a trusted point of contact who understands their businesses and complex needs.

Working within LPL’s Premium Support Pod model, you’ll collaborate closely with a dedicated team that brings together service, case management, supervision, relationship management, and marketing regulatory review. This integrated approach empowers you to take ownership of complex scenarios, partner effectively across internal teams, and deliver thoughtful, efficient solutions. Over time, you’ll build strong, trusted relationships with Summit advisors, fostering familiarity and proactive support that drives long‑term success and a consistently elevated service experience.

Responsibilities:

Research complex situations, set customer expectations, and define the actions necessary to resolve the situation

Assume ownership of the inquiry and see it through to a timely resolution

Complete operational tasks including data input

Communicate with internal departments to improve processes and timely processing

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

Communicate operational and financial industry policies and procedures. Work to accommodate resolution outside of normal procedures when necessary

Monitor and respond to email correspondence in a timely manner

Work in a team environment assisting team members with questions & handling escalated items

Assist with projects to improve the advisor experience and overall efficiency

Research the key performance metrics of our advisors, including NIGO reporting, to enhance efficiency and identify critical insights for process improvements

Utilize management for guidance when dealing with an escalation in order to work through and resolve the escalation while keeping ownership. Assist in the resolution of escalated issues

Identify process/procedure enhancements that drive the business forward and promote change

Assists and/or conducts team huddles

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:1+ years of experience in LPL Service Center3 + years of customer service experienceSIE required within 90 days of start date Triple skilled
- Move Money, Account Transfers and New accounts Direct Business Bachelor’s degree from an accredited institution or equivalent education and experience.

Experience with MS Office tools

Preferred:

Experience with Beta1+ years of experience in Service 360 or other Premium Pods 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.

Location:

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:$27.48-$45.81/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…