Associate Service Consultant

LPL Financial • Fort Mill, SC

20h • 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. LPL Financial is among the fastest growing wealth management firms in the U.S., supporting over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. As the nation’s leading independent broker-dealer, LPL offers an integrated platform of cutting-edge technology, brokerage, and investment advisor services. The company fosters creativity and growth, providing a supportive and responsive leadership team, and believes in workplace equality, diverse perspectives, and community focus.

Requirements

• 1-2 years of Customer Service Experience preferably in Financial Services
• 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 strong 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.

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off
• Mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees