Product Support Specialist I — Financial Tech for Advisors (Hybrid)

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

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.