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Associate Client Success Professional

3 months ago

Knoxville, Tennessee, United States LPL Financial Full time

Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

What you will do:

The Client Success Professional will work in a customer care center supporting our Financial Advisors, their assistants, and LPL internal Service Associates by taking approximately 10-15 inbound calls per day, and make outbound calls to our clients and other departments as necessary regarding issues associated with advisor technology needs. Associates will support processing activities with Technology Subscription requests. Associates must be able to understand the technology product offering at LPL and the risks, fees, and operational tasks for the products that CTM provisions. Associates must also understand and be able to explain the operational requirements and firms policies that govern the products we support to ensure compliance with product guidelines, LPL Financial policies, and regulatory requirements.

Essential Functions:

  • Provide exceptional customer service to Financial Advisors, their assistants, and LPL Financial internal business partners as it relates to Client Technology Management by fielding a wide range of inquiries accurately and efficiently while developing subject matter expertise.
  • Support first contact resolution efforts by guiding Financial Advisors and their assistants through LPL Financial processes and system platforms as they relate to the various technology tools CTM provisions access to.
  • Process Subscription requests to add, remove, or modify access to all advisor technology to multiple work streams across the organization's portfolio.
  • Providing training and guidance on tasks to processing and service teams to help the team understand the upstream and downstream impacts of their daily tasks
  • Application Support for LPL's proprietary web based software and all third party applications connected to it; assist with trouble shooting system and operational issues including but not limited to Web Brower Compatibility, Active Directory and Exchange Email, and Multi-factor authentication.
  • Maintain knowledge about various products supported by LPL Financial. Be able to explain the differences between the products to advisors and internal business partners to meet the technology needs of our clients.
  • Work closely with Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, and Cash Mgmt.

Qualifications:

  • 2-3 years of Financial Industry Experience preferred
  • Bachelor's Degree preferred
  • Software/Systems Skills Required: Microsoft Office Suite with advanced skills in Word and Excel, Oracle, Documentum and MS Dynamics
  • Software/Systems Skills Preferred: ASAT, Salesforce, Visio, Adobe Professional
  • Ability to meet strict deadlines with minimal supervision in a fast-paced environment
  • Effective and proactive communicator with strong verbal and written communication skills especially when dealing with various groups and in all levels of management
  • Excellent interpersonal skills with the ability to interact with various levels of personnel in addition to encouraging and building positive relationships
  • Exercises judgment within broadly defined practices and policies in selecting methods, techniques and evaluation for obtaining results
  • Ability to manage multiple assignments
  • Attention to detail and ability to analyze information
  • Excellent problem solving skills that affect daily operational matters
  • Thorough documentation skills and ability to document new processes
  • Must be self-motivated and effectively cope with changing environments

Pay Range:

$22.00-$33.00/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 offerWhy LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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We take social responsibility seriously. Learn more here

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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 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