Pinnacle Service Specialist: Elite Advisor Support

LPL Financial LLC; Fort Mill (SC); On-site; 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 is seeking a Pinnacle Service Professional to provide elite, white-glove support to a select group of top-tier Financial Advisors in a fast-paced environment. This role goes beyond standard call center duties with proactive outreach, in-depth research, and excellent relationship management.

Responsibilities include personalized service, threat management, and timely, well-documented responses, while building trust-based advisor relationships and ensuring high-quality outcomes.

Qualifications

• Prior experience in financial services or customer service.
• Strong communication and interpersonal abilities.
• Ability to navigate calls efficiently and effectively.
• Proven problem-solving and de-escalation capabilities.
• Adaptability and resilience in high-pressure environments.

Responsibilities

• Deliver tailored assistance to Financial Advisors, including proactive outreach and account monitoring.
• Build and maintain trust-based relationships with advisors as their primary service contact.
• Take ownership for each interaction with thorough resolution and follow-through.
• De-escalate challenging situations and ensure advisors feel heard and valued.
• Research and provide accurate, well-documented responses using available resources.
• Demonstrate knowledge of financial products, service processes, and regulations.
• Respond promptly, ideally the same day; provide daily updates on longer cases.
• Communicate proactively with advisors with timely updates and solutions.
• Collaborate with peers to share insights and maintain exceptional service.
• Exceed performance targets while delivering outstanding service in every interaction.

Skills

Communication skills

Interpersonal skills

De-escalation

Adaptability

Resilience

Job description

LPL Financial is seeking a Pinnacle Service Professional to provide elite, white-glove support to a select group of top-tier Financial Advisors in a fast-paced environment. This role goes beyond standard call center duties with proactive outreach, in-depth research, and excellent relationship management.

Responsibilities include personalized service, threat management, and timely, well-documented responses, while building trust-based advisor relationships and ensuring high-quality outcomes.