Associate Service Consultant

LPL Financial•San Diego, CA

1d•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
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.

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