Client Success Specialist – Financial Services

LPL Financial LLC; Fort Mill (SC); On-site; USD 32,000 - 52,000; 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 a Financial Service Professional to deliver exceptional service to advisors and their investors. The role starts with a training program including SIE prep, followed by a client-facing position with 25–30 daily inbound contacts.

We value collaboration, problem-solving, and ownership, offering a fast-paced, team-driven environment and comprehensive rewards. The position is full-time and on-site in a training setting.

Qualifications

• Bachelor’s degree or equivalent education and experience.
• Securities Industry Essentials (SIE) license within 60 days of employment.
• 0–2 years in a client-facing, service-oriented role.
• Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday–Friday.

Responsibilities

• Handle 25–30 inbound contacts daily from Advisors and Investors.
• Provide world-class service with client-centric approach.
• Research and navigate databases to resolve issues accurately.
• Collaborate with internal teams to deliver timely solutions.

Skills

Empathy

Problem solving

Communication

Attention to detail

Ownership

Initiative

Team collaboration

Education

Bachelor's degree or equivalent

Job description

LPL Financial is seeking a Financial Service Professional to deliver exceptional service to advisors and their investors. The role starts with a training program including SIE prep, followed by a client-facing position with 25–30 daily inbound contacts.

We value collaboration, problem-solving, and ownership, offering a fast-paced, team-driven environment and comprehensive rewards. The position is full-time and on-site in a training setting.