Product Support Representative I

LPL Financial; Tempe (AZ); Hybrid; USD 30,000 - 50,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

and more

Job summary

LPL Financial is seeking a Product Support Representative I to assist Financial Advisors, assistants, and partners with technology-related support. The role handles high-volume calls, researches issues, and guides users through systems to enable efficient access and upgrades.

Requirements include 1–2 years in financial services, a Bachelor’s degree, and experience with Word/Excel and enterprise systems like Oracle, Documentum, or Siebel. This is a hybrid role with competitive benefits.

Qualifications

• 1–2 years of experience in the financial services industry.
• Bachelor’s degree.
• 1–2 years of experience using Microsoft Office Suite, including Word and Excel, in a business or operational environment.
• 1–2 years of experience working with enterprise systems such as Oracle, Documentum, or Siebel.

Responsibilities

• Provide client service by handling inbound calls regarding technology products, platforms, and service requests.
• Initiate outbound calls to internal departments to research and resolve advisor technology requests.
• Process and document service requests accurately to support first-call resolution.
• Explain LPL-supported technology products, including risks, fees, and operational requirements, to advisors and internal partners.
• Guide advisors through LPL processes and system platforms related to technology access, enhancements, and upgrades.

Skills

Client service

Communication

Education

Bachelor's degree

Tools

Oracle

Documentum

Siebel

ASAT

Salesforce

Visio

Adobe Professional

Word

Excel

Job description

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Product Support Representative I supports Financial Advisors, their assistants, and internal business partners by providing technology-related service and operational support in a high-volume call center environment. This role is responsible for addressing advisor technology needs, explaining supported products and platforms, processing service requests, and escalating issues when appropriate while following LPL Financial policies, operational guidelines, and regulatory requirements.

Responsibilities:

• Provide client service by handling approximately 30–40 inbound calls per day from Financial Advisors, their assistants, and internal business partners regarding technology products, platforms, and service requests.
• Initiate outbound calls to internal departments as needed to research, resolve, and follow up on advisor technology requests.
• Process and document service requests accurately to support first-call resolution and minimize follow-up activity.
• Explain LPL-supported technology products, including associated risks, fees, and operational requirements, to advisors and internal partners.
• Guide advisors and their staff through LPL processes and system platforms related to technology access, enhancements, and upgrades.
• Support internal business partners with technology-related requests and issue resolution.
• Collaborate with cross-functional teams to support system enhancements, testing efforts, escalations, and process changes.

What Are We Looking For?

We are seeking individuals who pursue greatness through consistent delivery of client service, act with integrity when supporting advisors and internal partners, and are driven to help our clients succeed by addressing technology requests accurately and efficiently. The Product Support Representative I collaborates across teams to win together and helps create and share joy by contributing positively to a fast-paced, service-oriented environment.

Requirements:

• 1–2 years of experience working in the financial services industry.
• Bachelor’s degree.
• 1–2 years of experience using Microsoft Office Suite, including Word and Excel, in a business or operational environment.
• 1–2 years of experience working with enterprise systems such as Oracle, Documentum, or Siebel.

Preferences:

• Experience using ASAT, Salesforce, Visio, or Adobe Professional.
• Experience meeting strict deadlines with minimal supervision in a fast-paced environment.
• Experience communicating with multiple stakeholder groups, including various levels of management.
• Demonstrated experience managing multiple assignments simultaneously.
• Experience analyzing information to resolve operational or system-related issues.

#LI-Hybrid

Pay Range:

$21.84-$36.40/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• and more

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].

EAC 5.19.26 LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page.* As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility