Client-Centric Financial Services Specialist

LPL Financial; Tempe (AZ); Ibrido; USD 33.000 - 54.000; Tempo pieno

Vantaggi offerti da questo lavoro

401K matching

Health benefits

Employee stock options

Paid time off

Descrizione del lavoro

LPL Financial in Tempe, AZ is seeking a client-focused professional to join our hybrid team. You will manage client interactions by phone and email, assist with transfers, and educate clients on using our technology to monitor and service their needs.

You’ll operate in a collaborative environment with strong support resources, contributing to exceptional service and growth. Ideal candidates have a Bachelor’s degree or equivalent and at least 1 year in a client-facing role.

Competenze

• Bachelor’s degree or equivalent education and experience.
• 1+ years in a client-facing, service-oriented role, ideally in a team-based environment.

Mansioni

• Communicate with clients by phone and email to resolve inquiries.
• Educate clients on using technology to monitor, maintain, and service their needs.
• Adhere to policies and procedures while focusing on investors’ best interest.
• Complete operational tasks and data input accurately.
• Work with internal departments to meet client expectations for timely service.
• Participate in training to stay current with policies and procedures.
• Drive customer experience to high levels of satisfaction by upholding corporate values.

Conoscenze

Move Money

Account Transfers

New Accounts

Empathy

Customer service software

Problem solving

Attention to detail

Communication skills

Relationship management

Organizational skills

Formazione

Bachelor’s degree or equivalent

Strumenti

CRM software

Descrizione del lavoro

LPL Financial in Tempe, AZ is seeking a client-focused professional to join our hybrid team. You will manage client interactions by phone and email, assist with transfers, and educate clients on using our technology to monitor and service their needs.

You’ll operate in a collaborative environment with strong support resources, contributing to exceptional service and growth. Ideal candidates have a Bachelor’s degree or equivalent and at least 1 year in a client-facing role.