Financial Service Associate: Client Support & Training

LPL Financial; Tempe (AZ); Presencial; USD 32.000 - 53.000; Tempo integral

Benefícios oferecidos por esta vaga

401K matching

Health benefits

Paid time off

Employee stock options

Resumo da vaga

LPL Financial is seeking a Financial Service Professional in Tempe, AZ. You will support advisors and their investors, handling inquiries, processing transactions, and delivering exceptional client service after completing a comprehensive training program that includes SIE preparation.

The role requires a 4–5 month in-person training period, full-time commitment, and the ability to work 8 AM–8 PM EST on weekdays.

Qualificações

• Bachelor’s degree or equivalent education and experience.
• Securities Industry Essentials (SIE) license required within 60 days of employment.
• Graduation timeframe between December 2025 and May 2027.
• 0–2 years in a client-facing, service-oriented role.
• Ability to work scheduled shifts between 8 AM – 8 PM EST, Monday–Friday.
• Full-time, in-person training for approximately 4–5 months.

Responsabilidades

• Serve as the first point of contact for Advisors and Investors, handling 25–30 inbound contacts daily.
• Deliver world-class service and embody client-centric values with every interaction.
• Resolve issues in real-time through critical thinking to ensure client satisfaction.
• Research and navigate databases to provide accurate solutions.
• Collaborate with internal teams to ensure efficient, effective resolutions.

Conhecimentos

Empathy

Problem solving

Attention to detail

Verbal communication

Written communication

Ownership

Formação

Bachelor's degree

Descrição da vaga

LPL Financial is seeking a Financial Service Professional in Tempe, AZ. You will support advisors and their investors, handling inquiries, processing transactions, and delivering exceptional client service after completing a comprehensive training program that includes SIE preparation.

The role requires a 4–5 month in-person training period, full-time commitment, and the ability to work 8 AM–8 PM EST on weekdays.