Service Professional

at  LPL Financial

Do you seek opportunities to solve complex problems? Do you excel at making clients and customers feel like a priority and providing a stellar experience with each interaction? Are you ready for a career in FinTech where you can grow, reinvent your career aspirations and be in a constant state of learning?

WHAT ARE WE LOOKING FOR?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

REQUIREMENTS:

• High School diploma or equivalent
• 1+ years of high-volume call center or client service experience

• Manage 25-30 inbound calls daily from advisors ranging from simple balance inquiries to more challenging, cross-functional financial transactions, upholding the highest standards of service quality and efficiency.
• Ensure achievement of performance metrics including average handling time, first call resolution, customer satisfaction, and adherence to schedule, while maintaining excellence in service.
• Conduct in-depth research and navigate multiple screens and databases adeptly to find accurate answers for advisors and investor issues.
• Navigate and utilize a diverse range of financial products and services during client interactions.
• Engage in weekly touchpoints with your manager to discuss progress, address challenges, and explore opportunities for continuous improvement.
• Ensures proper application of and compliance with internal and regulatory standards, guidelines, and procedures.
• Demonstrate ownership by resolving problems in real-time during client interactions, ensuring a thorough and timely follow-up to guarantee client satisfaction, fostering lasting relationships.
• Collaborate with internal service partners to achieve swift and effective resolutions for our valued callers, prioritizing a team-oriented approach to ensure client satisfaction.
• Monitor the customer satisfaction levels and develop methods for increasing them.