Service Experience ProfessionalApply Job ID: R-005597 Date posted: 05/08/2019 Primary Location CA-San Diego
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
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.
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.