Financial Services Professional

LPL Financial•Tempe, AZ

2d•$21 - $35•Hybrid

About The Position

In this inbound contact center role you will support advisors, or investors, on a variety of topics that range in complexity. Inquiries will range from simple balance inquiries to more challenging cross-functional financial transactions. Your duty remains the same regardless of complexity: provide a courteous, timely and completely accurate solution. Execution of these behaviors will bring to life our mission: We take care of our advisors so they can take care of their clients.

Requirements

1-3 years of customer service experience
SIE or able to obtain in the first 60 Days
High School diploma or equivalent
General computer savviness with the ability to quickly navigate multiple applications
Ability to ask probing questions and actively listen to gain agreement with the caller
Interpersonal skills to establish a welcoming interaction that fosters rapport
Willingness to take ownership to provide accurate resolutions with each interaction
Learning mindset to respond and implement coaching and training

Nice To Haves

Call Center experience
Financial Services industry experience
Associate’s or Bachelor’s degree

Responsibilities

Navigate a structured onboarding experience, including instructor-led training supported by on-the-job training
Focus on continuous training during your first 18 months enabling you to expand your support across additional call types
Collaborate with internal service partners to achieve a resolution for the caller
On average, you’ll assist with 25-30 call interactions per day
Work as part of a team with similar skills and focus
Participate in frequent touchpoints with your Manager to ensure your success
As part of your career development, opportunities to acquire financial industry licensing may be available