Financial Service Professional (FSP)

About the Role

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.

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, 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
• SIE or able to obtain in the first 60 days
• High School diploma or equivalent

Core Competencies

• 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

Preferences

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

Pay

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.

Benefits

LPL offers a highly competitive Total Rewards package designed to support your success at work, at home, and at play—such as 401K matching, health benefits, employee stock options, paid time off, and volunteer time off.

About LPL Financial

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 advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.