Associate Service Consultant

LPL Financial•Fort Mill, SC

13d•$21 - $35•Onsite

About The Position

We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this role, you will work in a call center environment, handling approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates. You will also make outbound calls as necessary to resolve issues related to Overlay Service and Operations.

Requirements

1-2 years of Customer Service Experience preferably in Financial Services
Ability to support working a regularly scheduled shift anytime between the hours of 8:00AM EST and 6:30PM EST, Monday-Friday
High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership.
Organized with a strong attention to detail with the ability to navigate multiple systems simultaneously.
A curiosity coupled with a desire for continuous learning.
Customer focus
Communication skills
Proven track record in relationship management and customer satisfaction. Ability to work with all levels of clients, management and employees

Nice To Haves

SIE, Series 7 preferred (Opportunity to license in the future if not already licensed)

Responsibilities

Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates.
Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA), explain their differences, and guide users through LPL Financial processes.
Provide exceptional customer service, accurately process requests, support internal partners, and clearly communicate solutions.
Proactively seek help, escalate issues when necessary, and efficiently resolve problems during calls.