Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

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:

• 3+ years of Financial Services experience
• 3+ years of Client Technology experience

• Providing exceptional customer service to advisors, their assistants, and LPL Financial internal business partners as it relates to CTM by fielding a wide range of inquiries accurately and efficiently while developing subject matter expertise.
• Supporting first contact resolution efforts by guiding advisors and their assistants through LPL Financial processes and system platforms as they relate to the various technology tools CTM provisions access to.
• Processing subscription requests to add, remove, or modify access to all advisor technology to multiple work streams across the organization’s portfolio.
• Providing training and guidance on tasks to processing and service teams to help the team understand the upstream and downstream impacts of their daily tasks
• Providing application support for LPL’s proprietary web based software and all third party applications connected to it; assist with trouble shooting system and operational issues including, but not limited to, Web Brower Compatibility, Active Directory and Exchange Email, and Multi-factor authentication.
• Become a subject matter expert with various products supported by LPL Financial. Be able to explain the differences between the products to advisors and internal business partners to meet the technology needs of our clients.
• Lead internal and external business meetings regarding product releases, process improvements, and project updates.
• Develop a deep understanding of product reconciliation, data analysis, and data extraction from various sources.
• Understanding and explaining the operational requirements and firm’s policies that govern the products we support to ensure compliance with product guidelines, LPL Financial policies, and regulatory requirements.
• Working closely with Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, and Cash Management.