Assoc Service Consultant at LPL Financial in Fort Mill, South Carolina

Job Description:

The primary role of the Associate Service Consultant is to develop a strong relationship with our professional clients by offering an outstanding service experience. Performing in a team environment the Associate Service Consultant is expected to provide procedural expertise regarding technology and business process. At LPL Financial you'll build relationships with our clients and your support teams while building your career and delivering on our mission to enable our clients to focus on what they do best-create the personal, long-term relationships that are the foundation for turning life's aspirations into financial realities.

Specific responsibilities include:
* Communicating directly with our clients (Financial Advisors/Professionals) by phone for up to 90 percent of your day
* Research complex situations set client expectations, and define the actions necessary to resolve inquiries
* Educate clients on the use of technology to monitor, maintain, and service their operational needs
* Communicate operational and financial industry policies and procedures
* Assume ownership of inquiries and see them through to a timely resolution
* Adhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investors' best interest
* Complete operational tasks including data input
* Communicate with internal departments to ensure we meet our clients expectations for timely service delivery
* Actively participate in training to remain current with operational policies and procedures
* Drive customer experience to high levels of satisfaction by adhering to our corporate values

Qualifications:

* 2 or more years of financial services experience required
* 1 or more years of previous customer service required
* FINRA license preferred
* Associates degree required, Bachelors a plus
* Demonstrated effective use of consultative skills, PC Skills and system knowledge
* Strong customer focus, excellent communication skills, a strong work ethic, and extremely organized
* Proven track record in relationship management and customer satisfaction
* Ability to work with all levels of clients, management and employees
* Provide a 2 year commitment to the service organization with positive job performance reviews during tenure

Why 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 areone 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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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 @lpl.com 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 (800) 877-7210.