This inbound contact center role supports advisors or investors with timely, accurate service across a range of financial topics.

Complete a structured onboarding experience, including instructor-led training with on-the-job training
Participate in ongoing training during your first 18 months to broaden support across additional call types
Handle inbound inquiries and work through issues that can range from simple balance questions to more complex, cross-functional financial transactions
Collaborate with internal service partners to reach a resolution for the caller
Support an average of 25-30 call interactions per day
Work in a team environment with peers focused on similar service skills and goals
Attend frequent touchpoints with your Manager to support success in the role
As part of career development, access opportunities to acquire financial industry licensing (availability may apply)

1-3 years of customer service experience
Hold the Securities Industry Essentials (SIE) certification or obtain it by the deadline specified as a condition of employment
High School diploma or equivalent

Strong general computer skills with the ability to quickly navigate multiple applications
Ask probing questions and actively listen to reach agreement with the caller
Interpersonal skills that create a welcoming, rapport-building interaction
Take ownership to deliver accurate resolutions in each interaction
Learning mindset to apply and implement coaching and training

Training may be up to 20 weeks
During training, you will be required to be onsite full time; after orientation, the role is hybrid based on leadership determination

$23.18-$38.63/hour
Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location
LPL Total Rewards package is described as highly competitive, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more

LPL communicates directly with applicants only from an @lplfinancial.com email address
LPL will never conduct an interview online or in a chatroom forum
LPL will not request any form of payment, or information regarding your bank or credit card
Questions about the application process: contact LPL’s Human Resources Solutions Center at (855) 575-6947

Location: Tempe, AZ (hybrid)

Experience level: 1+ years

Education: High School diploma or equivalent

Financial Service Professional

Job Description