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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 crucial role in supporting financial advisors by delivering an exceptional service experience. Our service team is dedicated to establishing a dependable support network for our clients, enabling them to expand their practices effectively. Flexibility and adaptability to shifting priorities will be essential for success in this role.

Key Responsibilities:

You will manage incoming calls that may vary from straightforward account inquiries to intricate financial transaction resolutions. Your primary objective will remain consistent: to provide our clients with accurate, timely, and relevant information, empowering them to assist their clients in achieving their financial aspirations.

Professionalism and Service Excellence:

Delivering exceptional service and maintaining a high level of professionalism is paramount. You will engage with clients, promoting our mission to achieve positive outcomes. If you possess an entrepreneurial spirit and a passion for service excellence, this role could be a fulfilling career path for you.

Qualifications:

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

Essential Skills:

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

Success Metrics:

  • Proactively identify solutions to reduce the need for repetitive interactions from advisors.
  • Collaborate with team members to achieve outstanding results while continuously enhancing your expertise.

Empowerment in Your Role:

LPL Financial is committed to transforming our culture and enhancing the ease of doing business with us. Simplifying processes for advisors is our top priority, and every role within the organization contributes to this mission. We empower our employees to streamline operations and prioritize the needs of advisors and their clients.

Commitment to Quality:

At LPL Financial, our work has a significant impact. We share a collective passion for executing our responsibilities ethically and with excellence. With a clear focus and the empowerment to deliver results, we recognize that we are collectively creating 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's Total Rewards package is highly competitive, designed to support your success both professionally and personally, including benefits such as 401K matching, health benefits, employee stock options, and paid time off.