Associate Supervision Professional

LPL Financial•Fort Mill, SC

1d•$21 - $35•Onsite

About The Position

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 Associate Supervision 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. You will handle inbound phone calls that can range from something as simple as an account balance inquiry to the complexity of helping resolve unique financial transactions, but your primary focus remains the same: Providing our clients with timely, correct, and relevant information, when and where they need it so that they in turn 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 rewarding career for you.

Requirements

Two or four year advanced degree (Bachelors or Associates) or substantial relevant professional experience.
1-3 years of professional work experience; customer facing experience a plus
Previous exposure to or sincere interest in learning more about financial services industry
Ability to develop multiple solutions that will achieve the same outcome
Ability to prioritize when pressured with multiple tasks
Ability to respond to coaching & training
Ability to work well individually and as part of team

Responsibilities

Handle inbound phone calls ranging from account balance inquiries to resolving unique financial transactions.
Provide clients with timely, correct, and relevant information.
Proactively identify solutions to help minimize the need for repetitive interactions from advisors.
Partner with team members to achieve outstanding results.
Continuously grow and learn to enhance expertise.