Client Services Associate

TEKsystems•Fort Mill, SC

9d•$21 - $21•Hybrid

About The Position

Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join LPL as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. At LPL Financial, we offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector. "We take care of our advisors, so they can take care of their clients." That’s our mission at LPL Financial. It permeates everything we do—and is embraced by every employee. Learn & Grow: Immerse yourself in the financial services industry with extensive training and development. Our supportive environment is designed to provide you with the tools and knowledge to excel. Career Advancement: This role is a gateway to a fulfilling career in Financial Services, where continuous learning and career growth are at the forefront, and the opportunity to create value and serve others is endless. Support & Development: From day one, you’ll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime. As a Financial Service Professional at LPL Financial, you’ll play a vital role in providing exceptional service to our advisors and investors. Your journey will begin with a training program, where you will receive extensive training on our clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job practice time. Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions. while initial expectations for the number of calls handled may vary, as associates become more efficient and proficient, their ability to handle a greater number of calls will naturally increase. Although they will be single-skilled at the outset, those demonstrating strong performance may have opportunities to cross-train in additional call types that support our business needs.

Requirements

Bachelor’s degree from an accredited institution or equivalent education and experience.
0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.
Customer service skills.
Problem-solving skills.
Communication & people skills.
Financial services knowledge.

Nice To Haves

Securities Industry Essentials (SIE) certification.

Responsibilities

Serve as the first point of contact for our Advisors and their Investors.
Handle 25-30 inbound contacts daily, ranging from simple account inquiries to supporting complex financial transactions.
Receive extensive training on clients, systems, and products.
Receive hands-on coaching and support during training.
Engage in guided on-the-job practice time during training.
Potentially cross-train in additional call types to support business needs.