Fin Service Profess - Masters

LPL Financial LLC; Tempe (AZ); Hybrid; USD 33,000 - 55,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC seeks a client-focused professional to support Move Money, transfers, and new accounts. You will educate clients on technology usage, research complex inquiries, and ensure timely service delivery while following compliance policies. A bachelor's degree and at least one year in a service role are preferred.

The role is hybrid, located in Tempe, AZ, with varied schedules to support customer needs and a strong emphasis on customer experience and accuracy in daily operations.

Qualifications

• Client-facing, service-oriented role experience required.
• Bachelor’s degree or equivalent education preferred.
• Proficiency in customer service software and multiple systems.

Responsibilities

• Communicating directly with clients by phone and email for up to 85 percent of the day.
• Research complex situations, set client expectations, and define actions to resolve inquiries.
• Educate clients on technology usage to monitor and service their needs.
• Adhere to compliance procedures while prioritizing investors’ best interests.
• Complete operational tasks including data input and cross-department coordination.

Skills

Empathy

Problem solving

Attention to detail

Communication

Organized

Customer service software

Move Money

Account Transfers

New Accounts Direct Business

Education

Bachelor’s degree or equivalent

Job description

Where Ambition Meets InnovationBuild a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job OverviewCareer & Community: You’ll also have regular time for coaching, career development activities, participate in ERG events and other opportunities to connect with colleagues and build community here at LPL!Support & Development: From day one, you’ll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetimeTeam Environment: Serving the same set of clients every day. This creates synergy, smooth workflows, and provides you with easy access to leverage pointsFamiliarity: Between practices and the LPL employees who serve them. This builds trust, belonging and depth of understanding around functions and clientsEfficient Solutions: Easy access to a support structure with key leverage points to ensure your complex inquiries are handled seamlesslyResponsibilities:Communicating directly with our clients by phone and email for up to 85 percent of your dayResearch complex situations, set client expectations, and define the actions necessary to resolve inquiriesEducate clients on the use of technology to monitor, maintain, and service their operational needsCommunicate operational and financial industry policies and proceduresAssume ownership of inquiries and see them through to a timely resolution and consistent follow-upAdhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investors’ best interestComplete operational tasks including data inputCommunicate with internal departments to ensure we meet our clients' expectations for timely service deliveryActively participate in training to remain current with operational policies and proceduresDrive customer experience to high levels of satisfaction by adhering to our corporate valuesWhat are we looking for?We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.RequirementsTriple skilled in Move Money, Account Transfers, and New accounts Direct BusinessBachelor’s degree from an accredited institution or equivalent education and experience1+ years in a client-facing, service-oriented role, ideally in a team-based environmentCore SkillsEmpathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownershipAttention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneouslyCuriosity coupled with a desire for continuous learning.Customer focusCommunication skillsWork ethicOrganizedTrack record in relationship management and customer satisfactionAbility to work with all levels of clients, management and employeesPreferencesUpskilling on: Tax, Cost Basis, Margins and AdvisorySIE obtained and/or 2+ years in the Service CenterWork Schedule and Locations:Locations: Fort Mill, SC/ Tempe, AZWork Schedules: We offer a variety of schedules designed to meet our customers’ needs. Applicants must be able to support working a regularly scheduled shift anytime between the hours of 8am EST and end as late as 7pm EST Monday-Friday.The role is based in the office locations mentioned in the job description and follows our hybrid working model. Your schedule will depend on the business needs and requirements of your assigned team.Pay Range:$23.72-$39.52/hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!Company Overview:LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.For further information about LPL, please visit www.lpl.com.Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].EAC 5.19.26