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@lplfinancial.com.
Search LPL Jobs

Search LPL Jobs

View All Current Opportunities at LPL Financial

Assoc Service Consultant

Job ID: R-020058 Date posted: 12/16/2021 Primary Location SC-Fort Mill Other Locations CA-San Diego

Are you looking to take your knowledge and client service skills to the next level within a growing industry leader? If so, a career at LPL Financial may be an ideal path for you! 

LPL Financial, the nation’s largest and fastest growing network of independent advisors is seeking highly driven, service and solution oriented individuals that are passionate about helping our clients fulfill their dreams.  We focus on making interactions with our clients easy by providing them with intuitive tools and superior service.  You will work alongside like-minded service professionals & leaders that enjoy strong customer relationships, shaping unique solutions, and believe service is the foundation for success.  As an Associate Service Consultant, you will have the opportunity to build a strong foundation for a career within our customer service organization and gain additional perspective about the financial services industry.

Job Overview:

You will work together with a team in a call center based environment where you will assist clients with the service needs and assist in processing their requests efficiently, including death and divorce claims.  

Responsibilities:

  • Take end client calls/internal partner calls (inbound and outbound) products with a focus on high quality service and accuracy
  • Own the customer experience (internal or external) from the phone call, including timely resolution of Service Requests
  • Direct all inquiries through the proper channels to ensure proper processing and escalate inquiries when needed
  • Identify trends and suggest operational improvements to the team/Manager
  • Actively participate in customer service, operational, and technology training
  • Support fellow associates by acting as a point of contact for escalated items
  • Collaborate with internal business partners to assist in resolving escalations
  • Adapt to and adopt process changes and changes in client-facing software functionality
  • Warm transfer end-client to internal team of financial advisors when the client would like investment advice
  • LPL Direct Business experience is a plus

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. 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.

Requirements:

  • You possess the ability to provide multiple solutions that will achieve the same outcome
  • You possess the ability to prioritize when pressured with multiple tasks
  • You possess the ability to highly responsive to coaching & training
  • Ability to work well individually and as part of team

Core Competencies:

  • Bachelors preferred
  • 1-3 years of professional work experience; customer facing experience a plus
  • Previous exposure to or possess a sincere interest in learning more about financial services industry
  • SIE/S7 preferred
  • Excellent verbal and written communication skills
  • Understanding of managing investment performance data
  • Knowledgeable in a wide range of investments, including but not limited to; mutual funds, fixed income products, options, common stocks and annuities
  • Strong problem solving skills with a keen attention to detail
  • Ability to perform under pressure in a team-oriented environment
  • Preferred experience in a call center environment

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.

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 @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 (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.

  • Service and Operations, Fort Mill, South Carolina, United StatesRemove
  • Service and Operations, San Diego, California, United StatesRemove