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 As a Financial Service Professional you will be providing support to LPL’s advisors and their support staff through phone and email inquiries. These inquires can range from something as simple as an account balance inquiry to helping resolve unique financial transactions. Our main priority is to create a reliable support system for our Advisors and support staff so they can easily navigate LPL on behalf of their client’s and ultimately continue to grow and strengthen their practice.

As a frontline representative, the Service Support Professional will have a direct impact on the day-to-day service experience that is provided to our clients.

If you have an entrepreneurial spirit, passion for service excellence, and a desire to excel, this will be a rewarding career for you.

Responsibilities:

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

Complete operational tasks including case management, documentation and email correspondence

Actively participate in training and remain current with operational policies and procedures

Communicate operational and financial industry policies and procedures to advisors and support staff. Accommodate resolution outside of normal procedures when necessary.

Utilize Service Empowerments to resolve advisor inquiries

Follow escalations procedures and utilize the Linsco Service Delivery Consultant and/or management while maintaining case ownership

Identify process/procedure enhancements that drive the business forward by promoting a client-centric focus and present the process improvement ideas to management and the Service Delivery Consultant Assist and/or conduct team huddles and service team reporting

Assist with projects to improve the advisor experience and overall team efficiency

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 Bachelor’s degree from an accredited institution or equivalent education and experience1+ years in a client-facing, service-oriented role, ideally in a team-based environment

Core Skills Empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership

Attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously

Curiosity coupled with a desire for continuous learning.

Customer focus

Communication skills

Work ethic

Organized

Track record in relationship management and customer satisfaction

Ability to work with all levels of clients, management and employees

Preferences

Upskilling on:
Tax, Cost Basis, Margins and AdvisorySIE obtained and/or 2+ years in the Service Center Locations:

Waltham, MAThe 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:$25.50-$42.49/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…