Client-Centric Service Consultant, Financial Services

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

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.