Financial Services Support Specialist - Training & Growth

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

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.