Skip Navigation
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lpl.com.
Search LPL Jobs

Search LPL Jobs

View All Current Opportunities at LPL Financial

Digital Consultant

Job ID: R-013845 Date posted: 03/26/2021 Primary Location TX-Austin Other Locations SC-Fort Mill , AZ-Remote , CA-Remote ,IA-Remote

Love to talk to people, learn new technologies, and can roll-up sleeves to solve customer problems?

Does this sound like you? If so, then you could be the next superstar of our team! 

Job Overview

LPL’s Business Solutions team is seeking a passionate and driven individual who will be responsible for supporting and providing exceptional service to its digital office solutions’ customers.

LPL Business Solutions delivers products and services to support our 17,000 small business financial advisors.  We allow our customers to outsource the significant functions of running their small business to grow faster, serve their customers better and operate more efficiently. The Digital Office Solutions is a rapidly growing new Business Solutions service that delivers a transformative suite of technology tools to independent financial advisors. 

This position will be responsible for onboarding new customers, training users on tech tools, managing escalations and developing a relationship with established clients, the overall retention of clients to our service, and identifying quality improvements for our service from the feedback. The right candidate will have business and relationship management understanding while having the ability to troubleshoot technology issues. You will be the front face of our digital office solutions and be there for our customer needs.

Learn more about LPL's Business Solutions Team

https://www.lplbusinesssolutions.com/

What you will do

  • Be a part of a fun team that is passionate about customer service and new technologies

  • Live, learn and grow in an entrepreneurial environment

  • Onboarding new clients on our Digital Office Solutions platform

  • Acts as a liaison between the client, LPL services, and vendors providing technology services to our clients

  • Meets regularly with clients’ key managers to obtain feedback on technology services

  • Ensure/improve client satisfaction to promote client retention

  • Acts as point of escalation for service-related issues, potentially after hours or on weekends, as needed.

  • Receiving  and responding to incoming calls and emails from current and future clients

  • Participate in sales activities for new prospects, including participating in presentations of our services, assisting in proposal development, and overseeing deployment events for customers

  • Work with cybersecurity, cloud, and VoIP technologies

  • Providing in-depth product demonstrations to new users and current subscribers

  • With little direct supervision, problem solve a myriad of issues relating to compliance, operations, and technology concerns

  • Take on additional responsibilities, as needed

  • Maintain current knowledge and understanding

  • Contributing to and maintaining a positive team culture that values high performance, collaboration, and transparency

  • Ensure that the standards and goals for the Service organization are being met

  • Follow policies and procedures of large broker-dealer with a sizeable decentralized client base

What does your success look like in the first 90 days

  • Build a detailed understanding of Digital Office Solutions and broader LPL Business Solutions offerings

  • Learn how to deploy and support digital office solutions

  • Handle client calls and emails

  • Independently work with internal and external partners to handle client escalations

  • Provide excellent customer service

Skills, experiences, and education required

  • Bachelor’s degree or equivalent experience required

  • Hands-on experience of typical office IT systems such as Office 365, Windows & Mac OS, remote management agents, and endpoint security software.

  • Ability to manage multiple initiatives at once in a fast-paced, entrepreneurial environment

  • Obsessed with positive customer outcomes

  • Demonstrated excellent customer service skills including communication skills (both verbal and written).

  • Grace under pressure, comfort with ambiguity, and a sense of humor

  • Ability to translate complex, ambiguous problems into executable solutions

  • Ability to work independently to identify the issues and implement solutions in a team environment

  • Experience with Microsoft Office (Word, Excel, and PowerPoint)

  • Strong attention to detail, time management, and decision-making skills

  • Prior experience in a managed service provider (MSP) environment, platform administration, user onboarding, and VoIP Management is preferred

  • Prior experience in regulated industries such as financial services and healthcare is preferred

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisory services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously.  Learn more here!

Want to see info on our benefits?  Learn more here.

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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 @lpl.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 (800) 877-7210.

Sign Up for LPL's Talent Community

If you’d like to receive recruiter outreach, news and information from LPL Financial, as well as details on current opportunities that match your preferences and interests, please sign up below.

Area(s) of InterestSelect a job category from the list of options. Search for a location and select one from the list of suggestions. Finally, click “Add” to create your job alert.

  • Sales and Marketing, Austin, Texas, United StatesRemove
  • Sales and Marketing, Fort Mill, South Carolina, United StatesRemove