Financial Service Professional

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:

In this inbound contact center role you will support advisors, or investors, on a variety of topics that range in complexity. Inquiries will range from simple balance inquiries to more challenging cross-functional financial transactions. Your duty remains the same regardless of complexity: provide a courteous, timely and completely accurate solution. Execution of these behaviors will bring to life our mission:
We take care of our advisors so they can take care of their clients.

Responsibilities:

Navigate a structured onboarding experience, including instructor-led training supported by on-the-job training

Focus on continuous training during your first 18 months enabling you to expand your support across additional call types

Collaborate with internal service partners to achieve a resolution for the caller

On average, you’ll assist with 25-30 call interactions per dayWork as part of a team with similar skills and focus

Participate in frequent touchpoints with your Manager to ensure your success

As part of your career development, opportunities to acquire financial industry licensing may be available

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:1-3 years of customer service experience

Possess the Securities Industry Essentials (SIE) certification or obtain it by the deadline specified as a condition of employment.

High School diploma or equivalent

Core Competencies:

General computer savviness with the ability to quickly navigate multiple applications

Ability to ask probing questions and actively listen to gain agreement with the caller

Interpersonal skills to establish a welcoming interaction that fosters rapport

Willingness to take ownership to provide accurate resolutions with each interaction

Learning mindset to respond and implement coaching and training

Preferences:

Call Center experience

Financial Services industry experience

Associate’s or Bachelor’s degree

Please note:

Training may be up to 20 weeks long. You will be required to be onsite full time during training, hybrid role to be determined by leadership after orientation.#LPL-PA#LPL-H1

Pay Range:$21.10-$35.16/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 – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!

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…