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Senior Technical Support Representative

Job ID: R-003811 Date posted: 07/27/2018 Primary Location CA-San Diego

Senior Technical Support Representative

To provide world class technical support and training to LPL Financial Advisors and their staff for authorized LPL software products and services. This position largely interacts with equivalent levels of personnel in the Service Center department and various levels of off-site Financial Advisors in support of LPL authorized software products and services.

Essential Functions:

  • 65% - Provide Tier I technical support for designated proprietary LPL software products ensuring that service level and customer satisfaction agreements are met. This is primarily done over the phone and via email communications.
  • 10% - Provide detailed and comprehensive incident documentation in LPL Financials ServiceWorks/Siebel incident tracking database.
  • 5% - Proper escalation of incidents to Leadership
  • 7.5% - Active participation in both required and optional classroom instructor-led and LPLU web-based training sessions by assigned deadline
  • 7.5% - Active participation in on-going career development process and manager-employee feedback loop, Team huddles; positive carrier of culture
  • 5% - Active role on special projects

Minimum Education Required: 

  • Bachelor’s degree strongly preferred or equivalent work experience in a related discipline. High school diploma required.
  • Communicates Effectively: Strong oral and written communication skills. 
  • Positive culture carrier with ability build relationships, understand personal dynamics and accept responsibility.
  • Ability to work independently.
  • Identify problems and implement solutions in a team environment through collaboration and resourcefulness.
  • Possesses the desire for continuous learning and uses new situations as opportunities to learn.

Software/Systems Skills Required/Preferred:

  • Strong problem solving with an emphasis on customer service skills necessary.  Solid working knowledge of PC based computer hardware and software required
  • Productivity:  Consistent high achiever with schedule adherence, call tracking, availability and efficient call handling; proven call quality track record.

Additional information:

This position largely interacts with equivalent levels of personnel in the Service Center department and various levels of off site Financial Advisors in support of LPL authorized software products and services. 

Soft Skills required for the position:

Skilled behaviors:

  • Customer Focus
  • Communicates Effectively
  • Decision Quality
  • Resourcefulness
  • Nimble Learning
  • Collaborates
  • Ensures Accountability

Developing behaviors:

  • Situational Adaptability
  • Leading People/Instills Trust
  • Plans & Aligns
  • Interpersonal Savvy

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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  • Information Technology, San Diego, California, United StatesRemove