Associate Service Consultant

Responsibilities

• Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates.
• Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA), explain their differences, and guide users through LPL Financial processes.
• Provide exceptional customer service, you'll accurately process requests, support internal partners, and clearly communicate solutions.
• Proactively seek help, escalate issues when necessary, and efficiently resolve problems during calls.
• What are we looking for?

Requirements

• 1-2 years of Customer Service Experience preferably in Financial Services
• Core Competencies:
• High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership.
• Organized with a strong attention to detail with the ability to navigate multiple systems simultaneously.
• A curiosity coupled with a desire for continuous learning.
• Customer focus
• Communication skills
• Proven track record in relationship management and customer satisfaction. Ability to work with all levels of clients, management and employees
• Preferences:
• SIE, Series 7 preferred (Opportunity to license in the future if not already licensed)
• Pay Range:
• $21.10-$35.16/hour
• Company Overview:
• For further information about LPL, please visit www.lpl.com .
• Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
• Information on Interviews:
• EAC 5.19.26

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: We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this role, you will work in a call center environment, handling approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates. You will also make outbound calls as necessary to resolve issues related to Overlay Service and Operations.

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