Financial Services Professional

TEKsystems•Tempe, AZ

2d•$52,000 - $52,000•Onsite

About The Position

LPL Financial is seeking motivated professionals interested in building a long-term career in financial services. This role is ideal for early-career professionals with an interest in customer service, client support, banking, insurance, operations, leadership, hospitality, or other fast-paced service environments. Successful candidates often have a college degree and/or relevant work experience, and a genuine interest in financial services. Individuals from the Service Industry, with previous customer service experience, are particularly well-suited due to their ability to provide high-level service in demanding situations. Key responsibilities include handling inbound calls and service inquiries from Financial Advisors, identifying solutions quickly, taking ownership of interactions, and explaining complex situations clearly. Strong written and verbal communication skills are essential for professional and confident interactions.

Requirements

Interest in financial services.
Previous customer service experience.
Experience identifying solutions quickly.
Experience taking ownership of interactions from start to finish.
Experience explaining complex situations in a clear and simple way.
High-end Customer Service Skills – must be able to communicate clearly, ask questions, and identify appropriate solutions.
Strong written and verbal communication skills.
Ability to communicate with clarity, professionalism, and confidence across a variety of interactions.
Ability to learn new systems, processes, and concepts quickly.
Enjoy helping others solve problems.
Ability to manage multiple priorities simultaneously.
Enthusiastic about Financial Services.
Ability to remain professional and composed under pressure.
Customer-focused.
Detail-oriented.
Dependable.
Adaptable.
Professional.
Motivated to learn.
Team-oriented.
Resilient.
Balancing responsiveness, service quality, accuracy, and productivity metrics.
Manage multiple advisor interactions while maintaining excellent service and meeting established performance expectations.
Genuine interest in building a long-term career in financial services.
Willingness and ability to learn complex information quickly.
Strong customer service and relationship-building skills.
Resilience when dealing with difficult situations.
Professional communication skills.
Coachability and a growth mindset.
Ability to remain calm and professional under pressure.

Nice To Haves

SIE Certification

Responsibilities

Handle a high volume of inbound calls and inquiries from financial advisors.
Help financial advisors navigate account questions, operational processes, technology tools, and service requests.
Research and resolve complex service issues.
Navigate multiple systems and resources simultaneously.
Learn and apply new financial services concepts, policies, and procedures.
Balance quality service with productivity expectations.
Collaborate with internal business partners to find solutions.
Build trust and credibility with advisors through every interaction.
Support financial advisors.
Handle inbound advisor calls.
Work in a fast-paced service environment.
Learn complex financial and operational concepts.
Pursue licensing and professional development opportunities.
Build a long-term career path within financial services.