Financial Services Support Specialist — Advisor Helpdesk

lplfinancial; Tempe (AZ); On-site; USD 29,000 - 48,000; Full time

Benefits offered by this job

401K matching

Health benefits

Paid time off

Employee stock options

Job summary

LPL Financial is seeking an inbound contact center professional in Tempe. You will support financial advisors and investors on a range of topics, from balance inquiries to complex transactions, delivering courteous, timely, and accurate solutions.

You will complete onboarding with instructor-led and on-the-job training, and have opportunities for career development, including potential financial industry licensing, while collaborating with internal partners to resolve caller needs.

Qualifications

• 1-3 years of customer service experience.
• SIE or able to obtain in the first 60 Days.
• High School diploma or equivalent.

Responsibilities

• Navigate a structured onboarding experience, including instructor-led training supported by on-the-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

Active listening

Interpersonal skills

Ownership mindset

Learning mindset

Technical aptitude

Education

High School diploma or equivalent

Tools

CRM software

Job description

LPL Financial is seeking an inbound contact center professional in Tempe. You will support financial advisors and investors on a range of topics, from balance inquiries to complex transactions, delivering courteous, timely, and accurate solutions.

You will complete onboarding with instructor-led and on-the-job training, and have opportunities for career development, including potential financial industry licensing, while collaborating with internal partners to resolve caller needs.