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Sr. Service Center Rep

2 months ago

Fort Mill, United States LPL Financial Full time

Job Overview:

The Sr. Service Center Rep will provide critical operational support for LPL Financials' Centrally Managed Platforms, including Model Wealth Portfolios (MWP), LPL Financials' fastest growing advisory platform. The ideal candidate will be detail-oriented and able to flourish in a fast-paced setting under pressure.

Responsibilities:

Ensure that advisor-driven requests, including requests for withdrawals and model changes, are in good order and communicated to the Overlay Manager in an accurate and timely manner.

Assume responsibility for inquiry resolution which will entail research and coordination with various operations departments.

Ensure new accounts meet funding requirements and

Act as a liaison between the Service Center and the team.

A strong commitment to delivering extraordinary service is a must.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented , and are able to execute in a way that encourages creativity and continuous improvement .


Requirements:
• 1+ year of Operations experience in the financial services or government entity

Core Competencies:
• Excellent customer service skills
• Strong written and verbal communication skills
• Strong problem solving and analytical skills
• Collaborates well with others
• Keen attention to detail
• Ability to perform under pressure to meet deadlines

Preferences:
• Bachelor's degree or equivalent preferred

Pay Range:

$16.73-$27.88/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