Retirement Service Relationship Professional - Plan Services; EPS

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 Retirement Service Relationship Professional at LPL Financial, you’ll play a vital role in providing exceptional service to our advisors and investors.

Your journey will begin with a training program, where you will receive extensive training on employer-sponsored retirement plan accounts, LPL systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job practice time.

Upon graduation from training, you will serve as the first point of contact for our advisors and their investors, handling everything from simple account inquiries to supporting complex financial transactions.

As you continue to grow in your role, you will be invited back for ongoing training opportunities designed to build your expertise across a multitude of subjects and skills, ensuring continued development and long-term success.

Our Retirement Service Relationship Professionals spend their days on a dynamic set of activities including:

World-Class Service:
You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.

Problem Solve & Advise:
Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.

Research & Navigate:
Conduct detailed research and navigate various databases to provide accurate solutions for our clients.

Collaborate & Innovate:
Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.

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.

Ideal candidates will have:

Requirements:

Education:

Bachelor’s degree from an accredited institution or equivalent education and experience.

Experience:

1+ years in a client-facing, service-oriented role, ideally in a team-based environment.

Core Competencies:

High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously, and a strong curiosity coupled with a desire for continuous learning.

Exceptional verbal and written communication skills.

Preferences:

Experience in the Financial Services industry servicing employer-sponsored retirement plan accounts.

Work Schedule and Locations:

Applicants must be able to support working a regularly scheduled shift anytime between the hours of 8am EST and 8pm EST Monday-Friday.

Location:

The role is based in the office location mentioned in the job description and follows our hybrid working model.

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 Total Rewards package is highly competitive, designed to support your success at work, at home, and at play –…