Hybrid Retirement Service Specialist

LPL Financial LLC; Fort Mill (SC); On-site; USD 38,000 - 63,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

LPL Financial LLC in Fort Mill, SC, is seeking a Retirement Service Relationship Professional to deliver exceptional client service to advisors and investors. You will join a training program, then act as the first point of contact for inquiries and complex transactions, supported by ongoing development opportunities.

You will excel through empathy, problem solving, attention to detail, and collaboration with internal teams in a hybrid work setting.

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.
• Exceptional verbal and written communication skills.

Responsibilities

• World-Class Service: deliver stellar experiences with each interaction.
• Problem Solve & Advise: resolve issues in real-time to ensure client satisfaction.
• Research & Navigate: conduct detailed research using databases for accurate solutions.
• Collaborate & Innovate: work with internal teams to ensure efficient resolutions.

Skills

Empathy

Problem solving

Communication

Teamwork

Learning agility

Education

Bachelor's degree

Job description

LPL Financial LLC in Fort Mill, SC, is seeking a Retirement Service Relationship Professional to deliver exceptional client service to advisors and investors. You will join a training program, then act as the first point of contact for inquiries and complex transactions, supported by ongoing development opportunities.

You will excel through empathy, problem solving, attention to detail, and collaboration with internal teams in a hybrid work setting.