Service Professional – L2

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.

Role Overview :

As a Core Service Support Professional in either Move Money or Account Transfers, you will serve as a critical resource in LPL service model, supporting financial service professionals and external financial advisors. Your expertise and proactive problem-solving will ensure smooth operations, efficient issue resolution, and a client-centric experience, all while upholding LPLs values.

Responsibilities:

Deliver Against Service Targets:
Strive to provide a world class experience with a focus on active listening, first call resolution and understanding our client’s needs.

Serve as a Subject Matter Expert (SME):
Receive incoming calls from internal associates, and provide advanced guidance and insights to callers, ensuring clarity and accuracy and taking over the call with the advisors where applicable.

Adherence to Policy and Procedures:
Stay current and adhere to all LPL and Service Support policies and procedures.

Collaborate Across Teams:
Work effectively with internal departments to deliver comprehensive solutions for advisors.  Escalate When Needed:
Follow escalation protocols to address complex concerns or unique challenges.

Optimize Case Management:
Ensure timely and accurate creation, follow-up, and closure of Dynamics Cases to resolve issues unable to be resolved during the call.

LPL Values:
Demonstrates and embodies LPL values around Pursuing Greatness, Doing the Right Thing, Driving Our Clients’ Success, Winning Together and Creating & Sharing Joy.

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:

Minimum of 1 year in a client-facing, service-driven role

Must be trained in Move Money, New Accounts or Account Transfers Familarity with service tools (e.g., Dynamics, Client works, BETA)

Core Competencies:

Communication and relationship management skills

Critical and analytical thinking

Resourcefulness, agility and adaptability

Problem-solving and research capabilities

Time management and self-motivation

Coaching skills to guide peers and agents

Proven ability to adapt, take on new skills and demonstrate knowledge in all contact types

Preferences:

Securities Industry Essentials (SIE) certification preferred

Bachelor’s degree or equivalent experience preferred

Work Schedules:
We offer a variety of schedules designed to meet our customers' needs. Applicants must be able to support working a regular schedule shift anytime between the hours of 8am EST and end as late as 8pm EST Monday-Friday.

Location:

The role is based on the office locations mentioned in the job description. After training, the expectation is that you will be onsite at least three days per week. Your schedule will depend on the business needs and requirements of your assigned team.

Pay Range:$23.18-$38.63/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,…