Retirement Service Relationship Professional - Employer Plan Services (EPS)

LPL Financial LLC; Fort Mill (SC); Hybrid; 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

Where Ambition Meets InnovationBuild 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 goalsJob Overview:As a Retirement Service Relationship Professional at LPL Financial, you’ll play a vital role in providing exceptional service to our advisors and investors.Your journey will begin with a training program, where you will receive extensive training on employer-sponsored retirement plan accounts, LPL systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job practice time.Upon graduation from training, you will serve as the first point of contact for our advisors and their investors, handling everything from simple account inquiries to supporting complex financial transactions.As you continue to grow in your role, you will be invited back for ongoing training opportunities designed to build your expertise across a multitude of subjects and skills, ensuring continued development and long-term success.Our Retirement Service Relationship Professionals spend their days on a dynamic set of activities including:World-Class Service: You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.What are we looking for?We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.Ideal candidates will have:Requirements:Education: Bachelor’s degree from an accredited institution or equivalent education and experience.Experience: 1+ years in a client-facing, service-oriented role, ideally in a team-based environment.Core Competencies:High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously, and a strong curiosity coupled with a desire for continuous learning.Exceptional verbal and written communication skills.Preferences:Experience in the Financial Services industry servicing employer-sponsored retirement plan accounts.Work Schedule and Locations:Applicants must be able to support working a regularly scheduled shift anytime between the hours of 8am EST and 8pm EST Monday-Friday.Location: The role is based in the office location mentioned in the job description and follows our hybrid working model.Pay Range:$27.48-$45.81/hourActual 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. Your recruiter will be happy to discuss all that LPL has to offer!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. Please log in or create an account to apply to this position. Principals only. 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