Financial Service Professional

About the role

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: In this inbound contact center role you will support advisors, or investors, on a variety of topics that range in complexity. Inquiries will range from simple balance inquiries to more challenging cross-functional financial transactions. Your duty remains the same regardless of complexity: provide a courteous, timely and completely accurate solution. Execution of these behaviors will bring to life our mission: We take care of our advisors so they can take care of their clients.

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, 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. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Responsibilities

• Navigate a structured onboarding experience, including instructor-led training supported by on-the-job training
• Focus on continuous training during your first 18 months enabling you to expand your support across additional call types
• Collaborate with internal service partners to achieve a resolution for the caller
• On average, you’ll assist with 25-30 call interactions per day
• Work as part of a team with similar skills and focus
• Participate in frequent touchpoints with your Manager to ensure your success
• As part of your career development, opportunities to acquire financial industry licensing may be available

Requirements

• 1-3 years of customer service experience
• Possess the Securities Industry Essentials (SIE) certification or obtain it by the deadline specified as a condition of employment.
• High School diploma or equivalent

Qualifications

• Call Center experience
• Financial Services industry experience
• Associate’s or Bachelor’s degree

Skills

• General computer savviness with the ability to quickly navigate multiple applications
• Ability to ask probing questions and actively listen to gain agreement with the caller
• Interpersonal skills to establish a welcoming interaction that fosters rapport
• Willingness to take ownership to provide accurate resolutions with each interaction
• Learning mindset to respond and implement coaching and training

Benefits

LPL Total Rewards package is highly competitive, designed