Associate Service Consultant
LPL Financial, Fort Mill, SC, United States
Associate Service Consultant
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: We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this role, you will work in a call center environment, handling approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates. You will also make outbound calls as necessary to resolve issues related to Overlay Service and Operations. Responsibilities:
Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates.
Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA), explain their differences, and guide users through LPL Financial processes.
Provide exceptional customer service, you'll accurately process requests, support internal partners, and clearly communicate solutions.
Proactively seek help, escalate issues when necessary, and efficiently resolve problems during calls.
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:
1-2 years of Customer Service Experience preferably in Financial Services
Core Competencies:
High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership.
Organized with a strong attention to detail with the ability to navigate multiple systems simultaneously.
A strong curiosity coupled with a desire for continuous learning.
Customer focus
Communication skills
Proven track record in relationship management and customer satisfaction. Ability to work with all levels of clients, management and employees
Preferences:
SIE, Series 7 preferred (Opportunity to license in the future if not already licensed)
Pay Range:
$21.10-$35.16/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!
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients.
Impactful Work: Our size is just right for you to make a real impact.
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
Community Focus: We care for our communities and encourage our employees to do the same.
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities.
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: We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this role, you will work in a call center environment, handling approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates. You will also make outbound calls as necessary to resolve issues related to Overlay Service and Operations. Responsibilities:
Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates.
Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA), explain their differences, and guide users through LPL Financial processes.
Provide exceptional customer service, you'll accurately process requests, support internal partners, and clearly communicate solutions.
Proactively seek help, escalate issues when necessary, and efficiently resolve problems during calls.
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:
1-2 years of Customer Service Experience preferably in Financial Services
Core Competencies:
High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership.
Organized with a strong attention to detail with the ability to navigate multiple systems simultaneously.
A strong curiosity coupled with a desire for continuous learning.
Customer focus
Communication skills
Proven track record in relationship management and customer satisfaction. Ability to work with all levels of clients, management and employees
Preferences:
SIE, Series 7 preferred (Opportunity to license in the future if not already licensed)
Pay Range:
$21.10-$35.16/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!
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients.
Impactful Work: Our size is just right for you to make a real impact.
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
Community Focus: We care for our communities and encourage our employees to do the same.
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities.