Sr. Tech Support Representative

LPL Financial LLC; Tempe (AZ); On-site; USD 48,000 - 80,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC in Tempe, AZ is seeking a Technical Support Representative to deliver world-class technical support and training for authorized LPL software products and services to Advisors and staff.

This role supports Service Center and off-site Advisors, performs Tier I incident handling, documentation in Siebel, escalation when needed, and participates in training and special projects to maintain service excellence.

Qualifications

• Associates degree or equivalent work experience in a related discipline required.
• At least one year of experience in a similar position.
• Problem solving and customer service skills necessary.
• Knowledge of PC based computer hardware and software; Siebel experience preferred.
• Strong troubleshooting, oral and written communication, and team collaboration.

Responsibilities

• Provide Tier I technical support for designated proprietary LPL software products.
• Communicate by phone and email and document incidents in Siebel.
• Escalate incidents to management when needed.
• Participate in training sessions and collaborate on special projects.

Skills

Strong problem solving

Customer service skills

Troubleshooting skills

Strong oral and written communication

Teamwork

Education

Associates degree or equivalent experience

Tools

Siebel

PC hardware & software knowledge

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.

The main goal of a Technical Support Representative 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.
• 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?

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.

Qualifications

• Associates degree or equivalent work experience in a related discipline required.
• Requires at least one year of experience in a similar position.
• Problem solving and customer service skills necessary.
• Knowledge of PC based computer hardware and software required; experience in a software development customer service environment preferred.
• Troubleshooting Skills.
• Strong oral and written communication skills.
• Ability to identify problems and implement solutions in a team relationship management environment.

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
• and more

Your recruiter will be happy to discuss all that LPL has to offer!

Principals only. 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.

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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].