Service Professional - Equitable Gold

Position: Service Experience Professional - Equitable Gold
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial

Job Description Discover your opportunity with LPL Financial, a leader in the retail financial advice market and the nation’s largest independent broker/dealer with over 15,000 financial advisors and over 4000 corporate employees where we respect and appreciate the diversity of our employees, our clients, and the communities we serve.

Joining our team as a IS Club Premium Service Professional will allow you to support financial advisors by offering an extraordinary quality service experience. Our service team’s main priority is to create a reliable support system for our clients so they can easily grow their practice. Being flexible and adaptable to competing priorities will be key success factors for this position.

What you’ll doYou will handle inbound phone calls that can range from something as simple as an account balance inquiry to the complexity of helping resolve unique financial transactions, but your primary focus remains the same:
Providing our clients with timely, correct, and relevant information, when and where they need it so that they in turn can help their clients achieve their own financial dreams.

Exceptional service and professionalism is required, as you’ll enjoy engaging our clients with our mission to provide positive results. If you have an entrepreneurial spirt, passion for service excellence, and a need to excel, this would be a rewarding career for you.

The Expertise Were Looking For Two or four year advanced degree (Bachelors or Associates) or substantial relevant professional experience.
1-3 years of professional work experience; customer facing experience a plus Previous exposure to or sincere interest in learning more about financial services industry

The Skills You Need You possess the ability to develop multiple solutions that will achieve the same outcome

You possess the ability to prioritize when pressured with multiple tasks

You possess the ability to respond to coaching & training

You possess the ability to work well individually and as part of team

The Success you Deliver Proactively identify solutions to help minimize the need for repetitive interactions from advisors

Partner with team members to achieve outstanding results as you’re continuously growing and learning to enhance your expertise

The Empowerment of Your RoleLPL is transforming our culture and our commitment to constantly improve the ease of doing business with us. Making it easier for advisors to do business with us is our No. 1 priority. No matter what your role or department, at LPL we all own this. Knowing this, we are all empowered to make things simpler and do what is best for advisors and their investors.

The Quality You Deliver At LPL financial, our work makes a difference. That is why we share a passion for doing it ethically and exceedingly well. Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.

Your LifeLPL Financial has a “we” philosophy rather than a “me” philosophy. Our benefit packages are built to support our colleagues and their families by providing programs that foster health, peace of mind, work/life balance, as well as support for your financial and social goals and commitments. Sound too good to be true? See for yourself and learn more about our benefit offerings.

Requirements:

Strong MS Office…