Financial Service Specialist — Impactful, Collaborative Support

LPL Financial LLC; Tempe (AZ); On-site; USD 66,125,000 - 111,586,000; 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 is seeking a customer-focused individual for an inbound contact center role to support advisors and investors on a range of topics. You will provide courteous, timely, and accurate solutions to inquiries, preparing you to help clients pursue their financial goals in a collaborative environment.

The role includes onboarding training, potential licensing opportunities, and a hybrid work model post-orientation.

Qualifications

• 1-3 years of customer service experience is desired.
• SIE certification or eligibility to obtain by employment deadline.

Responsibilities

• Navigate a structured onboarding experience with instructor-led training and on-the-job coaching.
• Aim to handle 25-30 call interactions per day as part of a team.
• Collaborate with internal service partners to resolve caller inquiries.
• Participate in frequent check-ins with your Manager to monitor progress.
• There may be opportunities to acquire financial industry licensing during career development.

Skills

Customer service

Active listening

Team collaboration

Education

High School diploma or equivalent

SIE certification

Job description

LPL Financial LLC is seeking a customer-focused individual for an inbound contact center role to support advisors and investors on a range of topics. You will provide courteous, timely, and accurate solutions to inquiries, preparing you to help clients pursue their financial goals in a collaborative environment.

The role includes onboarding training, potential licensing opportunities, and a hybrid work model post-orientation.