Advisor Support & Client Service Specialist (Hybrid)

LPL Financial LLC; Waltham (MA); Hybrid; USD 32,000 - 54,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking a Financial Service Professional in Waltham, MA to support advisors and their staff via phone and email. You will resolve inquiries, manage cases, and ensure accurate documentation while maintaining service quality.

Ideal candidates bring empathy, strong communication, and ownership. The role is hybrid, with a schedule that supports early-to-late EST hours and a focus on delivering exceptional client experiences.

Qualifications

• Bachelor’s degree or equivalent education and experience.
• 1+ years in a client-facing, service-oriented role, ideally in a team-based environment.
• Demonstrated ownership and accountability for customer outcomes.

Responsibilities

• Research standard and complex issues, set customer expectations, and define actions to resolve.
• Complete operational tasks including case management, documentation and email correspondence.
• Actively participate in training and stay current with policies and procedures.
• Communicate policies to advisors and support staff; accommodate resolutions outside normal procedures when necessary.
• Utilize Service Empowerments to resolve advisor inquiries and follow escalation procedures.
• Identify process improvements and participate in team huddles and service reporting.

Skills

Empathy

Problem solving

Ownership

Attention to detail

Customer service software

Communication skills

Organization

Education

Bachelor’s degree or equivalent education and experience

Tools

Customer service software

Job description

LPL Financial LLC is seeking a Financial Service Professional in Waltham, MA to support advisors and their staff via phone and email. You will resolve inquiries, manage cases, and ensure accurate documentation while maintaining service quality.

Ideal candidates bring empathy, strong communication, and ownership. The role is hybrid, with a schedule that supports early-to-late EST hours and a focus on delivering exceptional client experiences.