Advisor Support Specialist - Financial Services

LPL Financial LLC; Waltham (MA); Hybrid; USD 53,040 - 88,379; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking a Financial Service Professional to support its advisors and staff by handling phone and email inquiries. The role focuses on delivering exceptional client service and maintaining accurate case documentation, while contributing to process improvements and team initiatives.

Ideal candidates have a Bachelor’s degree and at least 1 year of client-facing experience, with strong empathy, communication, and organizational skills.

Qualifications

• Bachelor’s degree from an accredited institution or equivalent education and experience.
• 1+ years in a client-facing, service-oriented role, ideally in a team-based environment.
• Strong customer service mindset with ability to navigate multiple systems.

Responsibilities

• Provide support to LPL’s advisors and their staff via phone and email.
• Handle inquiries from simple account balances to complex financial transactions.
• Manage cases with documentation and email correspondence.
• Participate in training and stay updated with policies and procedures.
• Communicate policies to advisors and support staff and escalate as needed.
• Assist with team huddles, reporting, and service improvement initiatives.

Skills

Empathy

Problem solving

Initiative

Ownership

Attention to detail

Computer proficiency

Curiosity

Customer focus

Communication

Work ethic

Organization

Relationship management

Education

Bachelor's degree or equivalent

Job description

LPL Financial is seeking a Financial Service Professional to support its advisors and staff by handling phone and email inquiries. The role focuses on delivering exceptional client service and maintaining accurate case documentation, while contributing to process improvements and team initiatives.

Ideal candidates have a Bachelor’s degree and at least 1 year of client-facing experience, with strong empathy, communication, and organizational skills.