Financial Services Representative

Job Description

Job Description

Description

Financial Services Professional Success Profile & Job Overview: Target Candidate Profile: LPL Financial is seeking motivated professionals who are interested in building a long-term career in financial services. Successful candidates are typically early career professionals with interest in customer service, client support, banking, insurance, operations, leadership, hospitality, or other fast-paced service environments. Top Skills: • Candidates with a college degree and/or relevant work experience tend to be the most successful in this role. • Must have an interest in financial services. • They’ve seen success with hiring a variety of educational backgrounds, including Liberal Arts. • They would like to cast a wider net beyond just recent grads for the September cohort. Recent grads can be a strong talent source, but they’ve seen success with candidates who bring a broader range of professional experiences. • Individuals coming from the Service Industry typically have what it takes to be successful in this role, as they are experienced in providing a high level of service in a demanding environment. • Previous customer service experience is a strong indicator of success. Candidates who have experience identifying solutions quickly, taking ownership of interactions from start to finish, and explaining complex situations in a clear and simple way typically perform well in this role. • High-end Customer Service Skills – must be able to communicate clearly, ask questions, and identify appropriate solutions. • A major aspect of this position will be handling inbound calls, and service inquires from Financial Advisors (35-40 calls per day) • Strong written and verbal communication skills are critical. Candidates should be able to communicate with clarity, professionalism, and confidence across a variety of interactions. Nice to Haves: • SIE Certification (not required) – if someone already has their SIE, they could qualify for higher pay. Success Factors: • Build trust through positive interactions • Ability to learn new systems, processes, and concepts quickly • Enjoy helping others solve problems • Ability to manage multiple priorities simultaneously • Enthusiastic about Financial Services • Ability to remain professional and composed under pressure • Behavioral Attributes: • Customer-focused • Detail-oriented • Dependable • Adaptable • Professional • Motivated to learn • Team-oriented • Resilient ________________________________________ Role Expectations: Expectations: This is not a traditional call center role, nor is it simply customer service. As a Financial Services Professional at LPL Financial you are often the first point of contact for financial advisors who rely on you to help them serve their clients and grow their businesses. Day-to-Day: Each day, you'll handle a high volume of inbound calls and inquiries from financial advisors, helping them navigate account questions, operational processes, technology tools, and service requests. Advisors are often working under tight deadlines, so responsiveness, professionalism, and problem-solving skills are critical. What your day may look like: • Taking inbound calls from financial advisors throughout the day. • Researching and resolving complex service issues. • Navigating multiple systems and resources simultaneously. • Learning and applying new financial services concepts, policies, and procedures. • Balancing quality service with productivity expectations. • Collaborating with internal business partners to find solutions. • Building trust and credibility with advisors through every interaction. • Candidates should understand that this role includes: • Supporting financial advisors. • Handling inbound advisor calls. • Working in a fast-paced service environment. • Learning complex financial and operational concepts. • Pursuing licensing and professional development opportunities. • Building a long-term career path within financial service ________________________________________ What Does Success Look Like: Success Criteria: Success in this role requires balancing responsiveness, service quality, accuracy, and productivity metrics. Associates are expected to manage multiple advisor interactions while maintaining excellent service and meeting established performance expectations. Successful Financial Services Professionals are: • Naturally curious and motivated to learn. • Comfortable working in a fast-paced environment. • Strong communicators who remain calm under pressure. • Effective problem solvers who enjoy helping others. • Interested in building a long-term career in financial services. • Open to continuous development and licensing opportunities. • The strongest candidates demonstrate: • Genuine interest in building a long-term career in financial services. • A willingness and ability to learn complex information quickly. • Strong customer service and relationship-building skills. • Resilience when dealing with difficult situations. • Professional communication skills. • Coachability and a growth mindset. • Ability to remain calm and professional under pressure. ________________________________________ Candidates should understand that this role includes: • Supporting financial advisors. • Handling inbound advisor calls. • Working in a fast-paced service environment. • Learning complex financial and operational concepts. • Pursuing licensing and professional development opportunities. • Building a long-term career path within financial service ________________________________________ What Can Be Challenging: You might not enjoy this role if you: o Prefer minimal customer interaction. o Become easily frustrated by difficult conversations. o Dislike learning new systems or complex information. o Are looking for a role with significant downtime. o Prefer highly repetitive work with little problem-solving. • The learning curve is steep, and there is a lot to absorb in the first several months. Advisors often expect quick and accurate answers, which means you'll need to continuously build your knowledge and confidence. ________________________________________ Why People Love This Role: • Many associates view this role as the starting point for a long-term career within financial services. It offers an opportunity to: o Develop valuable industry knowledge. o Build professional problem-solving and relationship management skills. o Gain exposure to the financial services industry. o Pursue licensing and career growth opportunities. o Make a direct impact on the success of financial advisors and their clients. ________________________________________ Candidate Self-Assessment: Before moving forward, ask yourself: o Do I enjoy helping people solve problems? o Am I energized by learning new things and developing expertise? o Can I remain professional and composed when dealing with frustrated customers? o Am I looking for a career in financial services rather than simply my next job? • If the answer is yes, this role could be an excellent fit and a strong foundation for a long-term career at LPL Financial. If not, it's better to recognize that now before investing time in the interview process.

Skills

Customer service, communication & writing skills, team oriented, call volume, financial services

Top Skills Details

Customer service,communication & writing skills,team oriented,call volume,financial services

Additional Skills & Qualifications

Location: Tempe, AZ Onsite Requirement: • 5 days on-site for the first 4-6 weeks of training (7:30 AM to 3:30 PM). • Post-training schedules and on-site requirements will be determined by the manager. Shifts: • 8 hours per day – Monday-Friday • Candidates should be available between 8:00 AM to 8:00 PM • Shift assignments will be determined after training based on business and team needs.

Experience Level

Entry Level

Job Type & Location

This is a Permanent position based out of Scottsdale, AZ.

Pay and Benefits

The pay range for this position is $52000.00 - $52000.00/yr.

Vision, Medical, Dental Coverage HSA 401k Matching

Workplace Type

This is a fully onsite position in Scottsdale,AZ.

Application Deadline

This position is anticipated to close on Aug 6, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.