Elite Service Experience Specialist

LPL Financial LLC; Fort Mill (SC); On-site; USD 33,000 - 55,000; Full time

Job summary

LPL Financial provides leading support to Equitable Gold Advisors, enabling them to serve clients effectively. You will handle inbound calls, research complex issues, and deliver timely, accurate information to help advisors grow their practice.

As part of the team, you will contribute to coaching and training, maintain knowledge resources, and collaborate to enhance the advisor experience and overall efficiency.

Qualifications

• Two or four year advanced degree (Bachelors or Associates) or substantial relevant professional experience.
• 1-3 years of professional work experience; customer facing experience a plus.
• Previous exposure to or sincere interest in learning more about financial services industry.

Responsibilities

• Handle inbound phone calls from Equitable Gold Advisors and provide backup support for all other Equitable skills.
• Research complex situations, set customer expectations, and define actions to resolve.
• Own the inquiry and see it through to timely resolution.
• Provide real time support to research standard and complex issues, set expectations, and resolve escalations.
• Assist with projects to improve the advisor experience and overall team efficiency.
• Conduct offline duties such as working the EQA Mailbox, Level 2 calls and Case Quality Control.
• Participate in customer service training and refreshers to stay current with policies.
• Monitor and respond to emails in a timely manner.
• Work in a team environment assisting teammates with questions and escalations.
• Identify process improvements to drive the business forward and promote change.

Skills

MS Office

Customer service

Verbal communication

Written communication

Organization

Problem solving

Education

Bachelor's degree

Associate degree

SIE certification

Tools

Beta experience

Job description

LPL Financial provides leading support to Equitable Gold Advisors, enabling them to serve clients effectively. You will handle inbound calls, research complex issues, and deliver timely, accurate information to help advisors grow their practice.

As part of the team, you will contribute to coaching and training, maintain knowledge resources, and collaborate to enhance the advisor experience and overall efficiency.