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 a high volume of inbound calls (35-40 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.
• 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, hospitality).
• 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 diverse interactions.
• Ability to learn new systems, processes, and concepts rapidly.
• Comfort managing multiple priorities simultaneously and remaining composed under pressure.

Qualifications

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

Success Factors

• Build trust through positive interactions and professionalism.
• Demonstrate curiosity and motivation to learn complex financial concepts.
• Enjoy helping others solve problems in a fast-paced environment.
• Remain calm and composed under pressure while maintaining strong communication.
• Exhibit coachability, a growth mindset, and team-oriented collaboration.

Challenges

• Steep learning curve with significant information to absorb in the first few months.
• Advisors expect quick, accurate answers, requiring continuous knowledge-building.
• Not suitable for those who prefer minimal customer interaction, repetitive work, or downtime.
• May be frustrating for individuals who dislike difficult conversations or complex problem-solving.

Benefits

• Opportunity to develop industry knowledge and professional problem-solving skills.
• Exposure to the financial services industry and career growth opportunities.
• Pathway to licensing and long-term career advancement within LPL Financial.
• Direct impact on the success of financial advisors and their clients.

Pay

The pay range for this position is $52,000 per year.

Schedule

• Training: 5 days on-site (7:30 AM to 3:30 PM) for the first 4-6 weeks in Tempe, AZ.
• Post-training: 8-hour shifts, Monday–Friday, with availability between 8:00 AM and 8:00 PM.
• Shift assignments determined after training based on business and team needs.

Benefits

• Medical, dental, and vision coverage.
• HSA (Health Savings Account).
• 401k matching.

Location

This is a fully on-site position in Gilbert, AZ.