Financial Services Representative
About the Role
LPL Financial is seeking motivated professionals interested in building a long-term career in financial services. This role is ideal for early-career professionals with experience in customer service, client support, banking, insurance, operations, leadership, hospitality, or other fast-paced service environments. The position involves handling inbound calls and service inquiries from financial advisors, requiring strong problem-solving, communication, and adaptability.
Responsibilities
- Handle 35-40 inbound calls per day from financial advisors, addressing account questions, operational processes, technology tools, and service requests.
- Research and resolve complex service issues while navigating multiple systems and resources.
- Learn and apply new financial services concepts, policies, and procedures quickly.
- Balance quality service with productivity expectations in a fast-paced environment.
- Collaborate with internal business partners to find solutions and build trust with advisors.
- Pursue licensing and professional development opportunities as part of long-term career growth.
Requirements
- Interest in financial services and a long-term career in the industry.
- Strong customer service experience, particularly in high-demand environments (e.g., service industry).
- Ability to identify solutions quickly, take ownership of interactions, and explain complex situations clearly.
- High-end customer service skills, including clear communication, active listening, and professionalism.
- Strong written and verbal communication skills for varied interactions.
- Ability to manage multiple priorities and remain composed under pressure.
- Customer-focused, detail-oriented, dependable, adaptable, and team-oriented.
- College degree and/or relevant work experience (liberal arts backgrounds welcome).
Nice to Haves
- SIE Certification (may qualify for higher pay).
Success Factors
- Build trust through positive interactions.
- Learn new systems, processes, and concepts quickly.
- Enjoy helping others solve problems.
- Manage multiple priorities simultaneously.
- Remain professional and composed under pressure.
- Demonstrate resilience, coachability, and a growth mindset.
Challenges
You might not enjoy this role if you:
- Prefer minimal customer interaction.
- Become easily frustrated by difficult conversations.
- Dislike learning new systems or complex information.
- Are looking for a role with significant downtime.
- Prefer highly repetitive work with little problem-solving.
The learning curve is steep, with a lot to absorb in the first several months. Advisors expect quick and accurate answers, requiring continuous knowledge-building and confidence.
Why This Role?
- Starting point for a long-term career in financial services.
- Develop industry knowledge and professional problem-solving skills.
- Gain exposure to financial services and pursue licensing opportunities.
- Make a direct impact on the success of financial advisors and their clients.
Self-Assessment
Ask yourself:
- Do I enjoy helping people solve problems?
- Am I energized by learning new things and developing expertise?
- Can I remain professional and composed when dealing with frustrated customers?
- Am I looking for a career in financial services rather than just a job?
If the answer is yes, this role could be an excellent fit for a long-term career at LPL Financial.
Schedule
- Training: 5 days on-site for the first 4-6 weeks (7:30 AM to 3:30 PM).
- Post-training: 8-hour shifts, Monday-Friday, with availability between 8:00 AM to 8:00 PM. Shift assignments determined after training based on business needs.
Pay and Benefits
- Pay: $52,000/year.
- Benefits: Medical, dental, and vision coverage; HSA; 401k matching.
This is a permanent, fully onsite position based in Scottsdale, AZ.