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 communication, problem-solving, and the ability to manage multiple priorities in a high-volume environment.

This is not a traditional call center role; you will serve as the first point of contact for financial advisors, helping them navigate account questions, operational processes, technology tools, and service requests. Responsiveness, professionalism, and problem-solving skills are critical, as advisors often work under tight deadlines.

Responsibilities

• Handle 35-40 inbound calls per day from financial advisors, addressing service inquiries and operational questions.
• Research and resolve complex service issues for advisors.
• Navigate multiple systems and resources simultaneously to provide accurate and timely solutions.
• Learn and apply new financial services concepts, policies, and procedures.
• Balance quality service with productivity expectations.
• Collaborate with internal business partners to find solutions.
• Build trust and credibility with advisors through every interaction.
• Pursue licensing and professional development opportunities as part of long-term career growth.

Requirements

• Interest in financial services and building a long-term career in the industry.
• Previous customer service experience, particularly in high-end or demanding environments (e.g., service industry).
• Ability to identify solutions quickly, take ownership of interactions, and explain complex situations clearly.
• Strong written and verbal communication skills, with the ability to communicate professionally and confidently.
• Experience managing multiple priorities in a fast-paced environment.
• Customer-focused, detail-oriented, dependable, adaptable, and professional demeanor.
• Motivated to learn and resilient under pressure.
• Team-oriented with a growth mindset.

Qualifications

• College degree and/or relevant work experience (liberal arts backgrounds are welcome).
• SIE Certification is a plus and may qualify for higher pay but is not required.
• Experience in roles requiring high-level customer service, problem-solving, and adaptability.

Success Factors

Successful candidates typically demonstrate:

• Genuine interest in a long-term career in financial services.
• Ability to learn complex information quickly and apply it effectively.
• Strong customer service and relationship-building skills.
• Resilience when dealing with difficult situations.
• Professional communication skills and composure under pressure.
• 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?

Many associates view this role as the starting point for a long-term career in financial services, offering opportunities to:

• Develop valuable industry knowledge and professional skills.
• Build problem-solving and relationship management expertise.
• Gain exposure to the financial services industry.
• Pursue licensing and career growth opportunities.
• Make a direct impact on the success of financial advisors and their clients.

Schedule

• Training: 5 days on-site in Tempe, AZ, 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 will be determined after training based on business and team needs.

Pay and Benefits

• Pay: $52,000 per year.
• Benefits: Medical, dental, and vision coverage; HSA; 401k matching.

Location: Fully onsite in Chandler, AZ.