Premium Support – Financial Service Relationship Professional

LPL Financial•Fort Mill, SC

1d•$27 - $46

About The Position

As the leader in delivering an elite and differentiated service experience, the Financial Service Professional will be responsible for supporting our top advisors (Summit Qualifiers) within our Premium Support Pod model. The Premium Support Pod brings together service, case management, supervision, relationship management and marketing regulatory review functions into one dedicated team. This personalized approach is an integral factor in building an effective relationship with our top advisors by taking a consultative approach in solving complex scenarios: taking ownership, partnering effectively with internal partners and being empowered to deliver solutions. What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

Strong MS Office skills, Beta experience preferred
Strong customer focus, excellent verbal and written communication skills, a strong work ethic, and extremely organized
3 years of previous customer service experience
1 year of LPL experience in the Service Center, S360+ preferred
Trained in New Accounts, Direct Business, Account Transfers, and Move Money
SIE required within 90 days

Responsibilities

Research complex situations, set customer expectations, and define the actions necessary to resolve the situation
Assume ownership of the inquiry and see it through to a timely resolution
Complete operational tasks including data input
Communicate with internal departments to improve processes and timely processing
Actively participate in customer service training and other training to remain current with operational policies and procedures
Communicate operational and financial industry policies and procedures.
Work to accommodate resolution outside of normal procedures when necessary
Monitor and respond to email correspondence in a timely manner
Work in a team environment assisting team members with questions & handling escalated items
Assist with projects to improve the advisor experience and overall efficiency
Research the key performance metrics of our advisors, including NIGO reporting, to enhance efficiency and identify critical insights for process improvements
Utilize management for guidance when dealing with an escalation in order to work through and resolve the escalation while keeping ownership.
Assist in the resolution of escalated issues
Identify process/procedure enhancements that drive the business forward and promote change
Assists and/or conducts team huddles