Advisor Support Specialist: Elevate Client Experience

LPL Financial LLC; Fort Mill (SC); On-site; USD 29,000 - 48,000; Full time

Benefits offered by this job

401K matching

Health benefits

Paid time off

Job summary

LPL Financial LLC is seeking an Associate Supervision Professional in the United States to assist financial advisors by delivering exceptional client service and timely information. You will handle inbound calls, resolve inquiries, and contribute to advisors’ practice growth in a fast-paced, collaborative environment.

The role emphasizes professional demeanor, adaptability, and a commitment to ethical service.

Qualifications

• Two or four year advanced degree (Bachelor's or Associates) or substantial relevant professional experience.
• 1-3 years of professional work experience; customer facing experience a plus.
• Previous exposure to or sincere interest in learning more about financial services industry.

Responsibilities

• Handle inbound phone calls ranging from account balance inquiries to complex financial transactions.
• Provide timely, correct, and relevant information to advisors and clients.
• Support advisors by offering a reliable service experience and minimizing repetitive interactions.

Skills

Customer-facing

Prioritization

Coaching adoption

Team collaboration

Problem solving

Education

Bachelor's degree

Associate's degree

Job description

LPL Financial LLC is seeking an Associate Supervision Professional in the United States to assist financial advisors by delivering exceptional client service and timely information. You will handle inbound calls, resolve inquiries, and contribute to advisors’ practice growth in a fast-paced, collaborative environment.

The role emphasizes professional demeanor, adaptability, and a commitment to ethical service.