Service 360 Professional

LPL Financial; Fort Mill (SC); On-site; USD 33,000 - 55,000; Full time

Job summary

LPL Financial in Fort Mill, SC seeks an enthusiastic inbound contact center associate to support advisors and investors on a range of topics, from routine balance inquiries to complex financial transactions.

You will deliver courteous, timely, and accurate solutions, contribute to onboarding, and grow through ongoing training with opportunities for licensing. This role emphasizes teamwork, integrity, and client care.

Qualifications

• 1-3 years of customer service experience.
• High School diploma or equivalent.

Responsibilities

• Navigate structured onboarding with instructor-led and on-the-job training.
• Focus on continuous training during first 18 months to expand call types.
• Collaborate with internal service partners to resolve caller issues.
• Assist with 25-30 call interactions per day on average.
• Work as part of a team with similar skills and focus.
• Participate in regular check-ins with the Manager to ensure success.
• Opportunity to acquire financial industry licenses may be available.

Skills

Customer service

Communication

Active listening

Problem solving

Team collaboration

Education

High School diploma

Associate’s degree preferred

Tools

CRM software

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.

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:

In this inbound contact center role you will support advisors, or investors, on a variety of topics that range in complexity. Inquiries will range from simple balance inquiries to more challenging cross-functional financial transactions. Your duty remains the same regardless of complexity: provide a courteous, timely and completely accurate solution. Execution of these behaviors will bring to life our mission: We take care of our advisors so they can take care of their clients.

Responsibilities:

• Navigate a structured onboarding experience, including instructor‑led training supported by on‑the‑job training
• Focus on continuous training during your first 18 months enabling you to expand your support across additional call types
• Collaborate with internal service partners to achieve a resolution for the caller
• On average, you’ll assist with 25-30 call interactions per day
• Work as part of a team with similar skills and focus
• Participate in frequent touchpoints with your Manager to ensure your success
• As part of your career development, opportunities to acquire financial industry licensing may be available

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.

Requirements:

• 1-3 years of customer service experience
• High School diploma or equivalent

Core Competencies:

• Computer savviness with the ability to quickly navigate multiple applications
• Ability to ask probing questions and actively listen to gain agreement with the caller
• Interpersonal skills to establish a welcoming interaction that fosters rapport
• Willingness to take ownership to provide accurate resolutions with each interaction
• Learning mindset to respond and implement coaching and training

Preferences:

• Call Center experience
• Financial Services industry experience
• Associate’s or Bachelor’s degree

Pay Range:

$23.72-$39.52/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.

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.

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