Where Ambition Meets Innovation:

In the event an advisor should contact our support team, we empower our representatives to resolve the issue on first contact. We are passionate about our advisors and work to please them on every interaction.

Responsibilities:

• Provide exceptional customer service to Financial Advisors, their assistants and their clients, and LPL internal business partners in navigating and troubleshooting proprietary LPL and vendor software, as well as multiple office applications and browsers

• Provide timely updates on all ongoing support issues into service tracking system logs detailed report of issues, and collaborate with escalation teams to ensure timely reporting and response

• Provides new and existing customers with the best possible service in relation to application inquiries, service requests, suggestions and complaints

• Resolves customer inquiries and complaints, quickly, fairly, and effectively in compliance with the financial regulations

• Gain moderate understanding of financial industry terms, while maintaining a working knowledge of cataloged issues to ensure awareness and create alternative solutions

• Overall, engineer quality client experiences that promote the company values through positive positioning and professional language, courtesy, and striving to exceed the client’s expectations

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 1-3 years of experience in Customer Service within the Financial Services or Information Technology industry

Core Competencies:

• Experience working in Microsoft Windows, Office, Exchange, iOS, Android, and with multiple browsers

• Problem solving skills & attributes along with the ability to multi-task

• Ability to simplify and clarify complex information demonstrating excellent phone and written communication and listening skills

• Customer focus, excellent verbal and written communication skills, including proficient typing skills, a strong work ethic, and must be organized

• Demonstrate adaptability in an ever-changing environment

Preferences:

• Series SIE

• Microsoft Office Specialist Certification (MOS)

• Microsoft Certified Professional (MCP) certifications

• CompTIA A+

 

Pay Range:

$21.84-$36.40/hour

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

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:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26