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Jobs · Consulting · South Carolina

Associate Service Consultant

LPL Financial · Fort Mill, SC · 4 wk ago
Consulting$21.1–$35.16/hrFull-time

Job Overview

We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this role, you will work in a call center environment, handling approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates. You will also make outbound calls as necessary to resolve issues related to Overlay Service and Operations.

Responsibilities

  • Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates.
  • Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA), explain their differences, and guide users through LPL Financial processes.
  • Provide exceptional customer service, accurately process requests, support internal partners, and clearly communicate solutions.
  • Proactively seek help, escalate issues when necessary, and efficiently resolve problems during calls.

Requirements

  • 1-2 years of Customer Service Experience preferably in Financial Services
  • Core Competencies: High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership.
  • Organized with a strong attention to detail with the ability to navigate multiple systems simultaneously.
  • A curiosity coupled with a desire for continuous learning.
  • Customer focus
  • Communication skills
  • Proven track record in relationship management and customer satisfaction.
  • Ability to work with all levels of clients, management and employees

Preferences

  • SIE, Series 7 preferred (Opportunity to license in the future if not already licensed)

Pay Range

Pay Range: $21.10-$35.16/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.

About the Role

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.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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