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Service Experience Professional

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Job ID R-024223 Date posted 08/17/2022 Primary Location KS-Overland Park

re you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? 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.

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.

Job Overview

You will handle inbound phone calls that can range from something as simple as an account balance inquiry to the complexity of helping resolve unique financial transactions, but your primary focus remains the same: Providing our clients with timely, correct, and relevant information, when and where they need it so that they, in turn, 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 spirit, passion for service excellence, and a need to excel, this would be a rewarding career for you.

Responsibilities:

  • Proactively identify solutions to help minimize the need for repetitive interactions from advisors  
  • Partner with team members to achieve outstanding results as you’re continuously growing and learning to enhance your expertise

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 able to execute in a way that encourages creativity and continuous improvement.

Requirements:

  • 1-3 years of professional work experience

Core Competencies

  • Computer Savy primarily with Microsoft software (Outlook, Word, Excel)
  • Previous exposure to or sincere interest in learning more about the financial services industry
  • The ability to develop multiple solutions that will achieve the same outcome
  • The ability to prioritize when pressured with multiple tasks
  • The ability to respond to coaching & training
  • The ability to work well individually and as part of team

Preferences:

  • Two or four-year advanced degree (Bachelors or Associates) or substantial relevant professional experience.
  • Customer-facing experience
  • Previous contact/call center experience

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.

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employees on what it's like to work at lpl?

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We take social responsibility seriously.

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Want to see info on our benefits?

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