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Service Center Service Professional

Job ID 5616BR Date posted 03/17/2017
The primary role of Associate Service Consultant is to develop a strong relationship with our professional clients by offering an outstanding service experience. Performing in a team environment the Associate Service Consultant is expected to provide procedural expertise regarding technology and business process. At LPL Financial you’ll build relationships with our clients and your support teams while building your career and delivering on our mission to enable our clients to focus on what they do best—create the personal, long-term relationships that are the foundation for turning life’s aspirations into financial realities.

Specific responsibilities include:
  • Communicating directly with our clients (Financial Advisors/Professionals) by phone for up to 90 percent of your day
  • Research complex situations, set client expectations, and define the actions necessary to resolve inquiries
  • Educate clients on the use of technology to monitor, maintain, and service their operational needs
  • Communicate operational and financial industry policies and procedures
  • Assume ownership of inquiries and see them through to a timely resolution
  • Adhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investors’ best interest
  • Complete operational tasks including data input
  • Communicate with internal departments to ensure we meet our clients expectations for timely service delivery
  • Actively participate in training to remain current with operational policies and procedures
  • Drive customer experience to high levels of satisfaction by adhering to our corporate values

Qualifications:
  • 2 or more years of financial services experience required
  • 1 or more years of previous customer service required
  • FINRA license preferred
  • Associates degree required, Bachelors a plus
  • Demonstrated effective use of consultative skills, PC Skills and system knowledge
  • Strong customer focus, excellent communication skills, a strong work ethic, and extremely organized
  • Proven track record in relationship management and customer satisfaction
  • Ability to work with all levels of clients, management and employees

We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE

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  • Service and Operations, San Diego, California, United StatesRemove