Financial Service Professional

LPL Financial; Fort Mill, Charlotte (SC, NC); On-site; USD 32,000 - 53,000; 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 energetic professionals for an in-bound contact center role that supports advisors and investors on various topics. You will provide courteous, accurate solutions while handling 25-30 calls per day and growing your career through onboarding and ongoing training.

The role emphasizes teamwork, integrity, and a client-first mindset in a fast-paced environment, with opportunities to pursue financial industry licensing as part of career development.

Qualifications

• 1-3 years of customer service experience.
• SIE certification required or must be obtained by deadline as a condition of employment.
• High School diploma or equivalent required.

Responsibilities

• Navigate a structured onboarding experience, including instructor-led training supported by on-job training.
• Focus on continuous training during your first 18 months enabling you to expand your support across additional call types.
• Collaborate with internal service partners to achieve a resolution for the caller.
• On average, you'll assist with 25-30 call interactions per day.
• Work as part of a team with similar skills and focus.
• Participate in frequent touchpoints with your Manager to ensure your success.
• As part of your career development, opportunities to acquire financial industry licensing may be available.

Skills

Customer service

Communication

Active listening

Education

SIE certification

High School diploma or equivalent

Associate's or Bachelor's degree

Job description

Job Description Where Ambition Meets Innovation: Build 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 Overview

In this inbound contact center role you will support advisors, or investors, on a variety of topics that range in complexity. Inquiries will range from simple balance inquiries to more challenging cross-functional financial transactions. Your duty remains the same regardless of complexity: provide a courteous, timely and completely accurate solution. Execution of these behaviors will bring to life our mission: We take care of our advisors so they can take care of their clients.

Responsibilities

• Navigate a structured onboarding experience, including instructor-led training supported by on-job training
• Focus on continuous training during your first 18 months enabling you to expand your support across additional call types
• Collaborate with internal service partners to achieve a resolution for the caller
• On average, you'll assist with 25-30 call interactions per day
• Work as part of a team with similar skills and focus
• Participate in frequent touchpoints with your Manager to ensure your success
• As part of your career development, opportunities to acquire financial industry licensing may be available

What 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.

Requirements

• 1-3 years of customer service experience
• Possess the Securities Industry Essentials (SIE) certification or obtain it by the deadline specified as a condition of employment.
• High School diploma or equivalent

Core Competencies

• General computer savviness with the ability to quickly navigate multiple applications
• Ability to ask probing questions and actively listen to gain agreement with the caller
• Interpersonal skills to establish a welcoming interaction that fosters rapport
• Willingness to take ownership to provide accurate resolutions with each interaction
• Learning mindset to respond and implement coaching and training

Preferences

• Call Center experience
• Financial Services industry experience
• Associate's or Bachelor's degree

Pay Range

$23.18-$38.63/hour.

Actual 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.

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.

Principals only.

EOE.

Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals.

To understand who we are, it's important to know our core belief: financial guidance is a fundamental need for everyone.

LPL Financial creates the space to let you do what you do best - create personal, long-term client relationships that turn financial aspirations into realities.

Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact.

To learn more about our organization visit our About LPL page.

* As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Want to learn more about the benefits of working at LPL? Check out the links below!

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