Sr. Tech Support Rep

LPL Financial LLC

Fort Mill (SC)

On-site

USD 32,000 - 54,000

Full time

9 days ago
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Benefits offered by this job

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking a Technical Support Representative in Fort Mill, SC to provide world-class Tier I technical support and training for authorized LPL software products.

The role primarily interacts with Service Center staff and off-site Financial Advisors in support of LPL software products. The position requires an Associate's degree or equivalent and 1+ year of tech support experience, with strong communication, multitasking, and problem-solving skills to excel in a

Qualifications

  • Associates degree or equivalent work experience in a related discipline required.
  • 1+ years of experience in a Tech Support role.
  • Strong oral and written communication skills.
  • Ability to work in a fast-paced, team-oriented environment.

Responsibilities

  • Provide Tier I technical support for designated proprietary LPL software products ensuring that service level and customer satisfaction agreements are met.
  • Provide detailed and comprehensive incident documentation in LPL Financial's Siebel incident tracking database.
  • Proper escalation of incidents to management.
  • Participation in training sessions.
  • Cooperation on special projects.

Skills

Troubleshooting
Multitasking
Communication
Independence
Problem solving

Education

Associates degree or equivalent

Tools

Siebel CRM

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 main goal of a Technical Support Rep is to provide world class technical support and training to LPL Financial Advisors and their staff for authorized LPL software products and services. This position largely interacts with equivalent levels of personnel in the Service Center department and various levels of off site Financial Advisors in support of LPL authorized software products and services.

Responsibilities
  • Provide Tier I technical support for designated proprietary LPL software products ensuring that service level and customer satisfaction agreements are met. This is primarily done over the phone and via email communications.
  • Provide detailed and comprehensive incident documentation in LPL Financials Siebel incident tracking database.
  • Proper escalation of incidents to management.
  • Participation in training sessions.
  • Cooperation on special projects.
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
  • Associates degree or equivalent work experience in a related discipline required.
  • 1+ years of experience in a Tech Support role.
Core Competencies
  • Troubleshooting Skills
  • Ability to Multitask
  • Ability to work under pressure
  • Follow up Skills
  • Strong oral and written communication skills
  • Ability to work independently
  • Ability to identify problems and implement solutions in a team relationship management environment
Preferences
  • Software/Systems Skills Required/Preferred: Strong problem solving and customer service skills necessary.
  • Solid working knowledge of PC based computer hardware and software required; experience in a software development customer service environment preferred.
Pay Range

Pay Range: $23.18-$38.63/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.

Benefits
  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off

EOE.

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.

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, contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

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