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Advisor Support Specialist - Financial Services
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-07-31
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-07-31
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
LPL Financial is seeking a Financial Service Professional to support its advisors and staff by handling phone and email inquiries. The role focuses on delivering exceptional client service and maintaining accurate case documentation, while contributing to process improvements and team initiatives.
Ideal candidates have a Bachelor’s degree and at least 1 year of client-facing experience, with strong empathy, communication, and organizational skills.
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