Client Consultant - Financial Services
Listed on 2026-11-04
-
Finance & Banking
Banking & Finance, Bank Customer Service -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
LPL Financial is seeking an Associate Service Consultant to join a fast-paced call center, handling 30–40 inbound calls daily from Financial Advisors, their assistants, and LPL internal Service Associates. You will also make outbound calls to resolve Overlay Service and Operations issues.
Ideal candidates have 1–2 years in customer service, demonstrate empathy, and own issues until resolved, with a willingness to learn about GWP, MWP, OMP, PWP, and SMA products.
The Client Experience Consultant
- Financial Services role at LPL Financial LLC is now open for applications in Waltham, MA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Experience Consultant
- Financial Services role in the description above.
We appreciate your interest in this position.
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