Client Service Associate Work from Home

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.

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.

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, you'll accurately process requests, support internal partners, and clearly communicate solutions.

Proactively seek help, elevate issues when necessary, and efficiently resolve problems during calls.

Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . 1-2 years of Customer Service Experience preferably in Financial Services

Ability to support working a regularly scheduled shift anytime between the hours of 8:00AM EST and 6:30PM EST, Monday-Friday

High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership.

Customer focus

Proven track record in relationship management and customer satisfaction. Actual 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.

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.As a leader in the financial advisor-mediated marketplace(6) , 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. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

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.