Associate Service Consultant

LPL Financial LLC; Fort Mill (SC, FL); 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 Holdings Inc. is seeking an Associate Service Consultant to join its call center team. You will handle 30-40 inbound calls daily from Financial Advisors and internal staff, with occasional outbound calls to resolve Overlay Service and Operations issues.

The role emphasizes exceptional customer service, empathy, problem-solving, and the ability to navigate multiple systems while delivering clear solutions. A background in financial services is preferred.

Qualifications

• 1-2 years of Customer Service Experience preferably in Financial Services.
• Empathy, problem-solving abilities, ownership, detail orientation, and multi-system navigation.
• Strong communication and relationship management skills.

Responsibilities

• Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates.
• Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, SMA) and guide users through LPL processes.
• Provide exceptional customer service, accurately process requests, support internal partners, and clearly communicate solutions.
• Proactively seek help, elevate issues when necessary, and resolve problems during calls.

Skills

Customer service

Empathy

Problem solving

Communication

Relationship management

Multi-system navigation

Learning mindset

Job description

Job Overview

We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this role, you will work in a call center environment, handling approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates. You will also make outbound calls as necessary to resolve issues related to Overlay Service and Operations.

Responsibilities

• Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates.
• Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA), explain their differences, and guide users through LPL Financial processes.
• Provide exceptional customer service, you'll accurately process requests, support internal partners, and clearly communicate solutions.
• Proactively seek help, elevate issues when necessary, and efficiently resolve problems during calls.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• 1-2 years of Customer Service Experience preferably in Financial Services
• High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership. Organized with a strong attention to detail with the ability to navigate multiple systems simultaneously. A strong curiosity coupled with a desire for continuous learning.
• Customer focus Communication skills. Proven track record in relationship management and customer satisfaction. Ability to work with all levels of clients, management and employees.

Preferences

• SIE, Series 7 preferred (Opportunity to license in the future if not already licensed)

Pay Range

$21.10-$35.16/hour

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• and more

Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best.

Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].

Principals only. EOE.

EAC 5.19.26 LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone.

LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact.

To learn more about our organization visit our About LPL page.

* As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility