Banking Service Associate Professional

Responsibilities

• Risk management: Ensure compliance with LPL firm policies, regulatory and banking requirements and adapt to changes. Regularly exercise discretion and business judgment
• Culture carrier and promoter of employee engagement : Contribute to a team environment by demonstrating the ability to interact, support and engage with coworkers to achieve team and department goals. Uphold LPL's value and mission statements.
• What are we looking for?

Requirements

• 1 to 2 years of Customer Service experience, preferably in financial services (wealth management or banking)
• Bachelor's degree in finance, business, accounting or economics
• Ability to quickly learn and maintain knowledge in a very dynamic environment
• Ability to multi-task, strong attention to detail, excellent problem-solving and follow-up skills.
• SIE or ability to acquire within 90 days
• Core Competencies:
• Must be flexible to work varying schedules and hours as needed.
• Highly refined communication skills, both written and oral, and develop into a subject matter expert on the team
• Commit to owning the customer experience by driving satisfaction to high levels and adhering to our corporate value s
• Effectiveness in this role requires strong leadership abi

Benefits

Additional Information

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: The Banking Service Associate Professional supports our Financial Professionals, their assistants and internal business partners in delivering best in class service to support our advisors and their clients. This individual is part of a specialized service team supporting a high volume of calls per day. This newly created Banking Service team will support LPL's Cash Management account / product; servicing inbound calls from Financial Professionals, their assistants, and internal associates. In addition to inbound phone support, you will also make outbound calls to other departments, our partner bank, UMB Bank, n.a. as necessary. Associates must also understand and be able to explain the operational requirements and firm policies that govern the banking products we support and ensure compliance with guidelines, banking regulations, LPL Financial policies, and other regulatory requirements. The ideal candidate would have experience within a service center environment or the wealth management/banking industry and have a strong passion for excellence and providing service that delights our advisors.

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