Client-Centric Service Consultant, Financial Services
LPL Financial
LPL Financial Holdings Inc. is seeking an Associate Service Consultant to join its call center team. You will handle 30-40 inbound calls daily from Financial Advisors and internal staff, with occasional outbound calls to resolve Overlay Service and Operations issues.
The role emphasizes exceptional customer service, empathy, problem-solving, and the ability to navigate multiple systems while delivering clear solutions. A background in financial services is preferred.
#J-18808-Ljbffr$15 - $18 per hour
...years and a Newsweek Most Trustworthy Company. Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions. With over 1,000 branches across 16 states, we are committed to serving the communities...SuggestedHourly payWork at officeLocal areaShift work- World Finance Company of South Carolina, LLC is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and provide tax preparation services in Fort Mill, SC. The role requires daily outbound calling and in-person customer interaction...Suggested
$66.74k - $111.24k
...Manager of the Employer Plan Services (EPS) team at LPL Financial, you'll step into a... ...capability, and ensuring clients are provided service and... ...center expertise to provide consultative support to your team and... ...and maintaining our client-centric values. By taking care of...SuggestedWork at officeRemote workWork from home- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! If you’re competitive, disciplined, and purpose-driven, this could be a great fit.... ...calendar - No Cold Calling! Responsibilities: Educate and assist clients in selecting the best retirement options and life insurance...SuggestedFull timePart time
- ...organization as an Account Transfers Specialist, where you will play a key role in ensuring seamless client account transfers. Our client is a leading organization in the financial services industry, dedicated to delivering exceptional customer service and operational excellence....SuggestedRemote work
- LPL Financial is seeking a Financial Service Professional to deliver exceptional service to advisors and their investors. The role starts with a training program including SIE prep, followed by a client-facing position with 25-30 daily inbound contacts. We value collaboration...Full time
- ...Carolina, is looking for a dedicated sales professional to join our team. You will work to develop customer relationships, educate clients on insurance options, and drive new business through outbound marketing calls. We offer a high-energy work environment with comprehensive...
$55k - $70k
...will serve as an essential resource for advisors and clients by coordinating account paperwork, client onboarding,... ...billing activities, and administrative processes related to financial planning and investment services. The ideal candidate brings prior experience within...Hourly payPermanent employmentFull timeTemporary workPart timeWeekend workWeekday work$100.12k - $166.86k
...and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:The... ...covered advisorsOwn the contract accommodations and service-related credits process for the SAMMaintain strong relationships...Full timeContract workRemote workWork from homeHome office$21.24 - $28.31 per hour
Who We AreServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. ServiceMac is focused on providing superior technology, products, and services for the mortgage and real estate industries backed by highly...- ...and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview:... ...ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional...Work experience placementImmediate startWork from home
- ...government mortgages while providing the highest level of customer service both internal & external.Responsibilities:Reviews all documents... ...a level of professionalism when communicating with external clients.Ability to effectively communicate across multiple departments-...
$21.1 - $35.16 per hour
...Banking Service Associate ProfessionalWhere ambition meets innovation:Build a career that matches all your initiative... ...more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:The...Work from homeFlexible hours- ...Station Group, Inc. in Fort Mill, SC is seeking a Senior Analyst, FP&A to drive store-level analytics, budgeting and forecasting, and financial modeling. You’ll partner with operations to translate financial data into actionable business insights and support earnings...Full time
- ...lasting impact on people ? Do you have customer service experience? Are you looking for an... ...the phone and in-person, when they have a financial need. No prior finance experience required - just bring your customer centric attitude and we’ll teach you the rest! In this...Temporary workWork at officeLocal area
- AO Garcia Agency in the United States is seeking a remote financial-services sales professional to work with pre-qualified warm leads and a structured... ...to available protection options, run enrollment flows, and build and service a client list. #J-18808-Ljbffr AO Garcia AgencyRemote job
- LPL Financial in the United States seeks an AVP Product Management to bridge vision and execution across WealthAG. You will define roadmaps... ...such as advisor adoption and revenue growth while maintaining a client-centric, fast-paced culture. #J-18808-Ljbffr LPL Financial
- ...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesEstablish customer relationships and follow up with customers, as needed.Provide prompt, accurate,...For contractors
$109.28k - $182.1k
...and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Where Ambition Meets... ...through execution to drive business growth and service diversification to unlock new potential and sources...Work from homeHome officeFlexible hours$23.57 - $39.32 per hour
...and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview The... ...ideal candidate will be success driven with a client service attitude, and the ability to deliver high touch, professional...Work from home$35k - $45k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.Responsibilities include establishing customer relationships and following up with customers, as needed. Use a...Hourly payFor contractorsWork at officeFlexible hours- ...time left to apply End Date: June 10 (6 days left to apply) job requisition id DT-14674 Inside the Role Daimler Truck Financial Services is the captive financial services provider for Daimler Truck North America. DTFS Dealer Credit provides floorplan inventory...Full timeTemporary workFor contractorsWork experience placementWork at officeLocal areaRemote workRelocationRelocation package
$77.97k - $129.88k
...when that happens, we all win – clients, LPL, and most importantly our,... ...clients achieve their own financial dreams. Additionally, the manager proactively consults with business partners (including... ...1,100 financial institutions, servicing and custodying approximately $2...Work experience placementWork from home$79.93k - $133.28k
...Because when that happens, we all win - clients, LPL, and most importantly our, employees... ...supporting the organization's broader financial, operational, and risk management objectives... ..., ensuring alignment with financial services regulatory expectations, internal controls...Local areaWork from home$50k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt,...For contractors$25.24 - $42.07 per hour
LPL Financial LLC is seeking a Business Development Associate (BDA) in Town of Charlotte, NY to drive lead flow for the Advisor Recruiting team. This role focuses on reaching out to financial advisors via phone, email, and social media to qualify leads and boost sales....Hourly pay- ...Automotive Service Consultant Stateline CDJR is seeking a high performing customer-focused Automotive Service Consultant to join our growing... ...Benefits: Health, Dental, and Medical coverage Financial Security: 401(k) retirement plan Work-Life Balance: Paid...Flexible hours
- ...seeking an associate who will explain Membership types and benefits, assist Members with account decisions, and promote products and services. You will deliver customer service, manage purchases at the register, maintain the gas station and car wash area, restock supplies...
- ...LPL Financial LLC is seeking candidates for its Advisor Licensing Program to develop foundational... ...wealth management skills, including client relationship management and financial... ...solutions, planning concepts, and client service, culminating in opportunities to #J-18...
$74.5k - $102.44k
...present a comprehensive equipment offering, our expertise and service are what truly distinguish us from the competition. We pride... ...exposure to Sunbelt's business model, operating environment, and financial structure Develop financial, analytical, and business acumen...Rotational programFull timeTemporary workInternshipFlexible hoursNight shiftWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Centric Service Consultant, Financial Services. Be the first to apply!
- hospital customer service representative Fort Mill, York County, SC
- medical customer service representative Fort Mill, York County, SC
- customer service rep remote Fort Mill, York County, SC
- customer service officer Fort Mill, York County, SC
- benefit customer service representative Fort Mill, York County, SC
- customer service consultant Fort Mill, York County, SC
- customer service representative (remote from home) Fort Mill, York County, SC
- customer service operator Fort Mill, York County, SC
- customer success associate Fort Mill, York County, SC
- client service specialist Fort Mill, York County, SC



