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Technical Support Representative - Advisor Support

Job ID: R-005435 Date posted: 12/18/2018 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 Technical Support Representative 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

The primary role is 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.

The Expertise Were Looking For

  • Bachelor’s degree strongly preferred or equivalent work experience in a related discipline.
  • 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.
  • Strong problem solving with an emphasis on customer service skills necessary. 
  • Solid working knowledge of PC based computer hardware and software required
  • Consistent high achiever with schedule adherence, call tracking, availability and efficient call handling.

The Skills You Need

  • (70%) - 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
  • Include skill set, competencies needed to be successful in the role for each position

Soft Skills required for the position:

Skilled behaviors:

  • Customer Focus
  • Communicates Effectively
  • Decision Quality
  • Resourcefulness
  • Nimble Learning

Developing behaviors:

  • Collaborates
  • Ensures Accountability

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

The Success You Deliver

  • What success would look like in the role and positive outcomes

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.

Your Life

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.

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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