Advisor Support Specialist - Financial Services

LPL Financial; Town of Charlotte (NY); On-site; USD 29,000 - 48,000; 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 professional in the U.S. to support advisors and investors on a range of topics, from simple balance inquiries to complex financial transactions.

You will join a collaborative team, undergo structured onboarding with training, and have opportunities to gain financial industry licensing. Training may last up to 20 weeks, with onsite work during onboarding and potential hybrid arrangements thereafter.

Qualifications

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

Responsibilities

• Navigate onboarding with instructor-led and on-the-job training.
• Expand support across additional call types within 18 months.
• Collaborate with internal service partners to resolve callers.
• Assist with 25-30 call interactions per day.
• Work in a team with similar skills and focus.
• Participate in frequent manager touchpoints to ensure success.
• Opportunities to acquire financial industry licensing may be available.

Skills

Customer service

Active listening

Communication

SIE certification

Education

High School diploma or equivalent

Associate’s or Bachelor’s degree

Job description

LPL Financial is seeking an inbound contact center professional in the U.S. to support advisors and investors on a range of topics, from simple balance inquiries to complex financial transactions.

You will join a collaborative team, undergo structured onboarding with training, and have opportunities to gain financial industry licensing. Training may last up to 20 weeks, with onsite work during onboarding and potential hybrid arrangements thereafter.