Financial Services Pro | Client Experience Lead

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

Volunteer time off

Job summary

LPL Financial Holdings Inc. in Tempe, AZ, is seeking a client service professional to support clients by phone and email, resolving inquiries and educating them on technology for monitoring and servicing their accounts.

The role is hybrid with a schedule that supports 8am–7pm EST hours on weekdays, with a strong emphasis on accuracy, compliance, and delivering excellent customer experiences. A Bachelor's degree is required.

Qualifications

• Bachelor’s degree from an accredited institution or equivalent education and experience.
• 1+ years in a client-facing, service-oriented role, ideally in a team-based environment.
• Core skills include empathy, customer focus, and strong communication.

Responsibilities

• Communicating directly with clients by phone and email for up to 85 percent of the day.
• Research complex situations, set client expectations, and resolve inquiries.
• Educate clients on using technology to monitor, maintain, and service their needs.
• Communicate policies and procedures; own inquiries to timely resolution with follow-up.
• Adhere to compliance and risk procedures while prioritizing investors' best interest.
• Complete operational tasks including data input and coordinating with internal teams.

Skills

Move Money

Account Transfers

New accounts Direct Business

Empathy

Education

Bachelor's degree

Job description

LPL Financial Holdings Inc. in Tempe, AZ, is seeking a client service professional to support clients by phone and email, resolving inquiries and educating them on technology for monitoring and servicing their accounts.

The role is hybrid with a schedule that supports 8am–7pm EST hours on weekdays, with a strong emphasis on accuracy, compliance, and delivering excellent customer experiences. A Bachelor's degree is required.