Financial Services Advisor & Client Experience Coach

LPL Financial LLC; Tempe (AZ); Hybrid; USD 33,000 - 54,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial Holdings Inc. in Tempe, AZ is seeking a client-focused specialist to manage Move Money, transfers, and new accounts while delivering excellent service. You will interact with clients by phone and email, research issues, and provide clear guidance on using technology to meet their financial needs.

The role emphasizes ownership, compliance, and collaboration within a hybrid office environment. The ideal candidate has a year of client-facing experience, strong communication, and a

Qualifications

• Triple skilled in Move Money, Account Transfers, and New accounts Direct Business.
• Bachelor’s degree or equivalent education and experience required.
• 1+ years in a client-facing, service-oriented role, ideally in a team-based environment.

Responsibilities

• Communicating directly with clients by phone and email for a majority of the day.
• Research complex situations, set client expectations, and define actions to resolve inquiries.
• Educate clients on the use of technology to monitor and service their needs.
• Communicate policies and procedures to ensure compliant operations.
• Take ownership of inquiries and follow through to timely resolution with thorough follow-up.

Skills

Move Money

Account Transfers

New accounts

Client service

Communication

Attention to detail

Relationship management

Education

Bachelor's degree

Job description

LPL Financial Holdings Inc. in Tempe, AZ is seeking a client-focused specialist to manage Move Money, transfers, and new accounts while delivering excellent service. You will interact with clients by phone and email, research issues, and provide clear guidance on using technology to meet their financial needs.

The role emphasizes ownership, compliance, and collaboration within a hybrid office environment. The ideal candidate has a year of client-facing experience, strong communication, and a