Financial Service Representative

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

In this inbound contact center role you will support advisors, or investors, on a variety of topics that range in complexity. Inquiries will range from simple balance inquiries to more challenging cross‑functional financial transactions. Your duty remains the same regardless of complexity: provide a courteous, timely and completely accurate solution. Execution of these behaviors will bring to life our mission:
We take care of our advisors so they can take care of their clients.

• Navigate a structured onboarding experience, including instructor‑led training supported by on‑the‑job training
• Focus on continuous training during your first 18 months enabling you to expand your support across additional call types
• Collaborate with internal service partners to achieve a resolution for the caller
• On average, you’ll assist with 25‑30 call interactions per day
• Work as part of a team with similar skills and focus
• Participate in frequent touchpoints with your Manager to ensure your success
• As part of your career development, opportunities to acquire financial industry licensing may be available

We want strong collaborators who can deliver a world‑class customer service experience for LPL’s Financial Professionals
. We are looking for people who thrive in a fast‑paced environment, are client‑focused, team‑oriented
, and are able to execute in a way that encourages creativity and continuous improvement
.

• 1‑3 years of customer service experience
• SIE or able to obtain in the first 60 Days
• High School diploma or equivalent

• General computer savviness with the ability to quickly navigate multiple applications
• Ability to ask probing questions and actively listen to gain agreement with the caller
• Interpersonal skills to establish a welcoming interaction that fosters rapport
• Willingness to take ownership to provide accurate resolutions with each interaction
• Learning mindset to respond and implement coaching and training Preferences
  • Call Center experience
  • Financial Services industry experience
  • Associate’s or Bachelor’s degree
  Please note

  Training may be up to 20 weeks long. You will be required to be onsite full time during training, hybrid role to be determined by leadership after orientation.

  Pay Range

  Pay Range:
  $21.10‑$35.16/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, 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

  At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that…