Banking Services Specialist - Advisor Support

LPL Financial; Tempe (AZ); On-site; USD 29,000 - 48,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial in Tempe, AZ seeks a Banking Service Associate Professional to support Financial Professionals, their assistants and internal partners with banking and lending inquiries. This role handles a high volume of calls and coordinates outbound tasks with our partner bank, ensuring compliance with policies and regulatory requirements.

The position emphasizes subject-matter knowledge of LPL systems and banking products, delivering excellent service while helping advisors and clients with

Qualifications

• 1–2 years of customer service experience, preferably in financial services
• Ability to quickly learn and adapt in a dynamic environment
• Excellent problem-solving and follow-up skills
• Strong written and verbal communication skills

Responsibilities

• Provide exceptional customer service via incoming/outbound calls and emails related to banking and lending.
• Serve as single point of contact for Financial Professionals and assistants, guiding them through cash management processes.
• Maintain knowledge of LPL systems and banking products; share learnings with the team.
• Ensure compliance with policies, regulatory requirements, and internal controls.

Job description

LPL Financial in Tempe, AZ seeks a Banking Service Associate Professional to support Financial Professionals, their assistants and internal partners with banking and lending inquiries. This role handles a high volume of calls and coordinates outbound tasks with our partner bank, ensuring compliance with policies and regulatory requirements.

The position emphasizes subject-matter knowledge of LPL systems and banking products, delivering excellent service while helping advisors and clients with