Associate Service Consultant

Where Ambition Meets Innovation 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. Job Overview We are seeking a dedicated and experienced Associate Service Consultant 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. Responsibilities Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates. 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. Provide exceptional customer service, accurately process requests, support internal partners, and clearly communicate solutions. Proactively seek help, elevate issues when necessary, and efficiently resolve problems during calls. What are we looking for? 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 . Requirements 1–2 years of customer service experience preferably in financial services. Core Competencies High empathy and a passion for helping people, strong problem‑solving abilities with initiative‑taking attitude and high sense of ownership. Organized with a strong attention to detail and ability to navigate multiple systems simultaneously. A curiosity coupled with a desire for continuous learning. Customer focus. Communication skills. Proven track record in relationship management and customer satisfaction. Ability to work with all levels of clients, management and employees. Preferences SIE, Series 7 preferred (opportunity to license in the future if not already licensed). Pay Range $21.10 - $35.16 per hour. Actual base salary varies based on relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive and includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. EOE. #J-18808-Ljbffr