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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
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Product Support Specialist

Job ID: R-009410 Date posted: 01/20/2022 Primary Location SC-Fort Mill

Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you a team player? Are you curious to learn? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

What are we looking for?

We're looking for a client services specialist who is passionate about the financial industry. This position will be responsible for creating an effortless experience through end to end client support for a client base that consists of sophisticated financial professionals who require a unique level of service. The position will support clients in all navigational aspects of our proprietary software as well as a multitude of other financial applications and platforms, including exchange in Outlook and mobile platforms. Additional responsibilities will include troubleshooting the aforementioned applications and providing product training. The candidate will be expected to ensure resolution to all customer requests and issues in a timely fashion by partnering with teams members both inside and outside of our department.

Product Support Specialist


  • Assist financial professionals in navigating and troubleshooting proprietary LPL and vendor software, as well as multiple browser platforms
  • Resolving client inquiries via email, chat, and phone
  • Timely update of all ongoing support issues into service tracking system
  • Work in a team oriented environment
  • Account maintenance (transaction inquiries, electronic document reviews, etc.)
  • Ability to work in a fast-paced, demanding environment
  • Maintain a professional performance standard that exhibits reliability, accountability, and ownership
  • Gain understanding of basic financial industry terms
  • Continually develop subject matter expertise for new applications through product releases that pertain to advisory/brokerage services and end client support.
  • Ability to work in a structured environment with a set schedule
  • Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner
  • Assume ownership of inquiries and see them through to a timely resolution
  • Network with internal departments to ensure clients’ expectations for timely service delivery are met
  • Engineer quality client experiences that promote the company values through positive positioning and professional language, courtesy, and striving to exceed the client’s expectations


  • Proficiency in Microsoft Windows, Office, Exchange, iOS, Android, and multiple browsers
  • Required to have passed all relevant industry exams within allocated time frames
  • Problem solving skills & attributes
  • Strong organizational skills
  • Simplify and clarify complex information demonstrating excellent phone and written communication and listening skills
  • Successfully complete product training with a continuous learning mindset
  • Strong networking skills and adaptability
  • Demonstrate proficiency in navigating and troubleshooting all supported products
  • Exhibit a thorough understanding of the policies, procedures, and systems
  • Familiar with basic advisory/brokerage industry
  • Demonstrate ability to train internal and external clientele on products and features
  • Actively appreciates and includes the various capabilities, insights, and ideas of other individuals of diverse backgrounds, styles, abilities, and motivations.
  • Support effectively in elevated or antagonistic situations using appropriate interpersonal communication styles and methods to reduce tension or conflict.
  • Demonstrate adaptability in a changing environment


  • College degree preferred
  • 1-3 years of financial services experience


  • Series SIE
  • Microsoft Office Specialist Certification (MOS)
  • Microsoft Certified Professional (MCP) certifications
  • CompTIA A+
  • Additional licenses/certificates may be required as the job role evolves

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 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.

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