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Client Service Specialist

2 months ago

Tempe, Arizona, United States LPL Financial Full time

Position Overview:

As a Service Experience Professional at LPL Financial, you will play a vital role in supporting financial advisors by delivering an exceptional service experience. Our dedicated service team prioritizes establishing a dependable support framework for our clients, enabling them to expand their practices effectively.

Your responsibilities will include managing incoming calls, addressing inquiries that range from straightforward account balance questions to more intricate financial transaction resolutions. Regardless of the complexity, your primary goal will be to provide clients with accurate, timely, and relevant information, empowering them to assist their clients in realizing their financial aspirations.

Key Qualifications:

  • A two or four-year degree (Bachelor's or Associate's) or significant relevant professional experience.
  • 1-3 years of professional experience, particularly in customer-facing roles, is advantageous.
  • A genuine interest in or prior exposure to the financial services sector.

Essential Skills:

  • Ability to devise multiple solutions to achieve the same goal.
  • Capacity to prioritize effectively under pressure from competing tasks.
  • Willingness to accept coaching and training.
  • Capability to work independently as well as collaboratively within a team.

Impactful Contributions:

  • Proactively identify solutions to reduce the frequency of repetitive inquiries from advisors.
  • Collaborate with team members to achieve exceptional outcomes while continuously enhancing your expertise.

Empowerment in Your Role:

At LPL Financial, we are committed to transforming our culture and enhancing the ease of doing business with us. Our primary focus is to simplify processes for advisors, and we empower every employee to contribute to this mission.

Commitment to Quality:

Our work at LPL Financial makes a significant impact. We share a dedication to performing our roles ethically and with excellence. With a clear focus and empowerment to deliver results, we collectively create something remarkable.

Compensation:

The pay range for this position is $20.48-$34.13 per hour. Actual base salary may vary based on factors such as relevant skills, prior experience, education, and geographic location. LPL offers a highly competitive Total Rewards package designed to support your success both professionally and personally, including benefits such as 401K matching, health benefits, employee stock options, and paid time off.