Service Experience ProfessionalApply Job ID: R-008551 Date posted: 08/26/2020 Primary Location SC-Fort Mill
Discover your opportunity with LPL Financial, a leader in the retail financial advice market and the nation’s largest independent broker/dealer with over 15,000 financial advisors and over 4000 corporate employees where we respect and appreciate the diversity of our employees, our clients, and the communities we serve.
Joining our team as a Service Experience Professional will allow you to support financial advisors by offering an extraordinary quality service experience. Our service team’s main priority is to create a reliable support system for our clients so they can easily grow their practice. Being flexible and adaptable to competing priorities will be key success factors for this position.
What you’ll do
These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping resolve difficult financial transaction, but your duty remains the same: Providing our clients with timely, correct, and relevant information, when and where they need it so that in turn they can help their clients achieve their own financial dreams.
Exceptional service and professionalism is required, as you’ll enjoy engaging our clients with our mission to provide positive results. If you have an entrepreneurial spirt, passion for service excellence, and a need to excel, this would be a reward career for you.
The Expertise Were Looking For
- Bachelors preferred, Associates required.
- 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
The Skills You Need
- 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
The Success you Deliver
- Proactively identify solutions to help mitigate repetitive interactions from advisors
- Partnering with team members to achieve outstanding results as you are continuously growing and learning to enhance your expertise
The Empowerment of Your Role
LPL is transforming our culture and our commitment to the ease of doing business. Making it easier for advisors to do business with us is our No. 1 priority. No matter what your role or department, at LPL we all own this. Knowing this we are all empowered to make things simpler and do what is best for advisors and their investors.
The Quality You Deliver
At LPL financial, our work makes a difference. That is why we share a passion for doing it ethically and exceedingly well. Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.
LPL Financial has a “we” philosophy rather than a “me” philosophy. Our benefit packages are built to support our colleagues and their families by providing programs that foster health, peace of mind, work/life balance, as well as support for your financial and social goals and commitments. Sound too good to be true? See for yourself and learn more about our benefit offerings.
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.
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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.