Advisor Support Specialist - Financial Services

LPL Financial; Fort Mill (SC); On-site; USD 60,460,000 - 100,748,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an inbound contact center specialist to support advisors and investors on a range of topics, from balance inquiries to complex transactions. You will provide courteous, timely, and accurate solutions to help advisors take care of their clients.

Training may last up to 20 weeks, with onsite work during training and a hybrid role later. Requirements include 1–3 years of customer service, SIE certification, and a high school diploma.

Qualifications

• 1-3 years of customer service experience.
• SIE certification or obtain it by deadline.
• High School diploma or equivalent.

Responsibilities

• Provide courteous, timely, and accurate solutions to inquiries.
• Support advisors and investors on balance inquiries to complex transactions.
• Collaborate with internal service partners to resolve caller issues.
• On average, handle 25–30 call interactions per day.
• Participate in regular coaching and training for development.

Skills

Customer service

Communication

Team collaboration

Education

High School diploma or equivalent

SIE certification

Job description

LPL Financial is seeking an inbound contact center specialist to support advisors and investors on a range of topics, from balance inquiries to complex transactions. You will provide courteous, timely, and accurate solutions to help advisors take care of their clients.

Training may last up to 20 weeks, with onsite work during training and a hybrid role later. Requirements include 1–3 years of customer service, SIE certification, and a high school diploma.