Large Enterprise Service Associate

Large Enterprise Service Associate

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

The primary role of the Large Enterprise Service Associate is to provide administrative support to advisors affiliated with a dedicated group. The Service Associate will be primary point of contact for advisors and their staff to help provide unparalleled service experience. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Responsibilities:

• Assist in onboarding and training of new advisors & their staff on LPL systems and processes.
• General problem resolution, providing assistance or instruction with navigating systems & performing various types of requests. Follow up with sending corresponding How to Guide.
• Educate advisors and staff on account services, capabilities, and new technology.
• Actively contribute to the development of the Advisors CSA/team by sharing best practices.
• Assist with Advisor escalations that are operational in nature new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits), working closely with the Service Pods and Operations Manager for resolution.
• Conduct proactive outreach to advisors and teams on time sensitive activities (e.g., trade notifications)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met.

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:

• 2+ years' experience in a customer focused role, with excellent verbal, and written communication skills and the ability to explain complex information clearly and simply.
• 2+ years' experience managing multiple projects concurrently independently and efficiently in a fast-paced environment.
• 2+ years' experience using Microsoft Word, Excel, PowerPoint and CRM applications.

Core Competencies :

• Organized with strong attention to detail and problem-solving abilities.
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners.
• Strong analytical skills and ability to research information.
• Demonstrates drive, initiative, and motivation.
• Able to utilize internal resources, training & self-service options that are available.

Preferences :

• Bachelor's degree; preferably in Business, Accounting or Finance
• Experience working with Financial Advisors, Branch and Home Office support teams
• 2-3 years brokerage/financial services industry
• Series 7 & 66 or equivalent 63 & 65 licenses.

Pay Range:

$23.51-$39.18/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!

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
• Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients.
• Impactful Work: Our size is just right for you to make a real impact.
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus: We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

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 @lplfinancial.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 View phone number on click.appcast.io.