Associate Service Consultant

LPL Financial LLC; Waltham (MA); On-site; USD 32,000 - 54,000; 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 Associate Service Consultant to join a fast-paced call center, handling 30–40 inbound calls daily from Financial Advisors, their assistants, and LPL internal Service Associates. You will also make outbound calls to resolve Overlay Service and Operations issues.

Ideal candidates have 1–2 years in customer service, demonstrate empathy, and own issues until resolved, with a willingness to learn about GWP, MWP, OMP, PWP, and SMA products.

Qualifications

• 1-2 years of Customer Service Experience preferably in Financial Services.
• Ability to support working a regularly scheduled shift anytime between 8:00AM EST and 6:30PM EST, Monday-Friday.

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, accurately process requests, support internal partners, and communicate solutions clearly.
• Proactively seek help, escalate issues when necessary, and efficiently resolve problems during calls.

Skills

Customer service

Communication

Problem solving

Empathy

Attention to detail

Team collaboration

CRM systems

Tools

CRM systems

Job description

Where Ambition Meets InnovationBuild a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.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, escalate 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 ServicesAbility to support working a regularly scheduled shift anytime between the hours of 8:00AM EST and 6:30PM EST, Monday-FridayCore Competencies: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 curiosity coupled with a desire for continuous learning.Customer focusCommunication skillsProven track record in relationship management and customer satisfaction. Ability to work with all levels of clients, management and employeesPreferences:SIE, Series 7 preferred (Opportunity to license in the future if not already licensed)Pay Range:$23.22-$38.67/hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. 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. Your recruiter will be happy to discuss all that LPL has to offer!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.Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.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].EAC 5.19.26