Associate Service Consultant

Service Center Representative

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We are seeking a dedicated and experienced Service Center Representative 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.

In this role, you will handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates. You'll 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. Providing exceptional customer service, you'll accurately process requests, support internal partners, and clearly communicate solutions. You'll also proactively seek help, escalate issues when necessary, and efficiently resolve problems during calls.

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+ year of phone experience in the financial services or government entity

Preferences:

• 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
• Bachelor's degree or equivalent preferred

Pay Range: $20.48-$34.13/hour. Actual 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!

LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.