Client Service Representative
Company: LPL Financial
Posted on: January 5, 2022
Discover your opportunity with LPL Financial, a leader in the
retail financial advice market and the nation 's largest
independent broker/dealer with over 15,000 financial advisors and
over 4000 corporate employees where we respect and appreciate the
diversity of our employees, our clients, and the communities we
Joining our team as an Customer Service Representative will allow
you the opportunity to explore and learn each function within the
Service organization at LPL Financial. -The back-office exposure to
the financial service industry will all you to gain an
understanding of the impact the Service organization has on the
overall success of the firm. Our service team 's main priority is
to create a reliable support system for our clients so they can
easily grow their practice. Being flexible and adaptable to
competing priorities will be key success factors for this
What you 'll do
You will have the opportunity to sit with and learn from each of
our channels within the Service organization. - You 'll establish
rapport with each channel leader such that you can support the
various inquiries and initiatives for projects in flight. - -You
'll assist with various ad-hoc reporting, project reporting, and
participate in creative thinking sessions to ideate new
The Expertise Were Looking For
Two or four year advanced degree (Bachelors or Associates) or
substantial relevant professional experience.
1-3 years of professional work experience; customer facing
experience a plus
Previous exposure to or sincere interest in learning more about
financial services industry
The Skills You Need
You possess the ability to willingly share feedback and ideas
You possess the ability to prioritize multiple tasks and pivot as
You possess the ability to respond to coaching & training
You possess the ability to work well individually and as part of
The Empowerment of Your Role
LPL is transforming our culture and our commitment to constantly
improve the ease of doing business with us. Making it easier for
advisors to do business with us is our No. 1 priority. No matter
what your role or department, at LPL we all own this. Knowing this,
we are all empowered to make things simpler and do what is best for
advisors and their investors.
The Quality You Deliver
At LPL Financial, our work makes a difference. That is why we share
a passion for doing it ethically and exceedingly well. Because we
have a clear focus and we are empowered to deliver results, we see
every day that we are creating something special together.
At LPL, we believe that objective financial guidance is a
fundamental need for everyone. As the nation 's leading independent
broker-dealer, we offer an integrated platform of proprietary
technology, brokerage, and investment advisor services. We provide
you with a work environment that encourages your creativity and
growth, a leadership team that is supportive and responsive, and
the opportunity to create a career that has no limits, only amazing
We are - one team on one mission. We take care of our advisors, so
they can take care of their clients.
Because our company is not too big and not too small, you can seize
the opportunity to make a real impact. We are committed to
supporting workplace equality, and we embrace the different
perspectives and backgrounds of our employees. We also care for our
communities, and we encourage our employees to do the same. This
creates an environment in which you can do your best work.
Want to hear from our employees on what it 's like to work at LPL?
- Watch this !
We take social responsibility seriously. Learn more here
Want to see info on our benefits? - Learn more here
Join the LPL team and help us make a difference by turning life 's
aspirations into financial realities. Please log in or create an
account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lp
lfinancial.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 (800) 877-7210.
Keywords: LPL Financial, Poway , Client Service Representative, Sales , Poway, California
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