Service Professional – L2

LPL Financial; Tempe (AZ); Sur place; USD 32 000 - 53 000; Plein temps

Avantages offerts par ce poste

401K matching

Health benefits

Stock options

Paid time off

Résumé du poste

LPL Financial is seeking a Core Service Support Professional in Tempe, AZ to support Move Money or Account Transfers. You will act as a critical SME, handling incoming calls from internal associates and advisors, delivering clear guidance, and ensuring timely case resolution.

The role emphasizes active listening, adherence to policies, and collaboration with internal teams to deliver solutions that support advisors and clients in a fast-paced environment.

Qualifications

• Minimum 1 year in a client-facing, service-driven role.
• Must be trained in Move Money, New Accounts or Account Transfers.
• Familiarity with service tools such as Dynamics, ClientWorks, BETA.

Responsabilités

• Deliver against service targets with a world-class experience focused on active listening and first call resolution.
• Serve as SME; provide advanced guidance to callers and take over calls with advisors when needed.
• Adhere to policy and procedures; stay current with LPL policies.
• Collaborate across teams to deliver comprehensive solutions for advisors.
• Escalate complex concerns following established protocols.
• Manage cases in Dynamics: creation, follow-up, and closure to resolve issues.

Connaissances

Customer service

Communication

Problem solving

Time management

Adaptability

Coaching

Formation

Bachelor’s degree or equivalent experience

Outils

Dynamics

ClientWorks

BETA

Description du poste

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.Role Overview:As a Core Service Support Professional in either Move Money or Account Transfers, you will serve as a critical resource in LPL service model, supporting financial service professionals and external financial advisors. Your expertise and proactive problem-solving will ensure smooth operations, efficient issue resolution, and a client-centric experience, all while upholding LPLs values.Responsibilities:Deliver Against Service Targets: Strive to provide a world class experience with a focus on active listening, first call resolution and understanding our client’s needs.Serve as a Subject Matter Expert (SME): Receive incoming calls from internal associates, and provide advanced guidance and insights to callers, ensuring clarity and accuracy and taking over the call with the advisors where applicable.Adherence to Policy and Procedures: Stay current and adhere to all LPL and Service Support policies and procedures.Collaborate Across Teams: Work effectively with internal departments to deliver comprehensive solutions for advisors. \\Escalate When Needed: Follow escalation protocols to address complex concerns or unique challenges.Optimize Case Management: Ensure timely and accurate creation, follow-up, and closure of Dynamics Cases to resolve issues unable to be resolved during the call.LPL Values: Demonstrates and embodies LPL values around Pursuing Greatness, Doing the Right Thing, Driving Our Clients’ Success, Winning Together and Creating & Sharing Joy.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:Minimum of 1 year in a client-facing, service-driven roleMust be trained in Move Money, New Accounts or Account TransfersFamilarity with service tools (e.g., Dynamics, Clientworks, BETA)Core Competencies:Communication and relationship management skillsCritical and analytical thinkingResourcefulness, agility and adaptabilityProblem-solving and research capabilitiesTime management and self-motivationCoaching skills to guide peers and agentsProven ability to adapt, take on new skills and demonstrate knowledge in all contact typesPreferences:Securities Industry Essentials (SIE) certification preferredBachelor’s degree or equivalent experience preferredWork Schedules: We offer a variety of schedules designed to meet our customers' needs. Applicants must be able to support working a regular schedule shift anytime between the hours of 8am EST and end as late as 8pm EST Monday-Friday.Location: The role is based on the office locations mentioned in the job description. After training, the expectation is that you will be onsite at least three days per week. Your schedule will depend on the business needs and requirements of your assigned team.Pay Range:$23.18-$38.63/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