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Financial Service Professional at LPL Financial | JobVerse
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Financial Service Professional
LPL Financial
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Financial Service Professional
North Carolina, United States of America
Full Time
1 week ago
$23 - $38 USD
Visa Sponsor
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Key skills
Communication
Critical Thinking
About this role
Role Overview
Provide exceptional service to our advisors and their investors
Handle 25–30 inbound and outbound contacts daily
Resolve issues in real-time, support financial transactions, and ensure client satisfaction
Support firm-wide remediation efforts by proactively engaging clients
Maintain accurate and up-to-date records by managing assigned worklists
Collaborate closely with internal teams, advisors, and business partners
Requirements
Bachelor’s degree or equivalent education and experience
Experience in a client-facing, service-oriented role
Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday–Friday
Strong problem-solving and critical thinking skills
Attention to detail and ability to navigate multiple systems
Exceptional verbal and written communication skills
Initiative-taking attitude with a strong sense of ownership
Benefits
401K matching
health benefits
employee stock options
paid time off
volunteer time off
comprehensive training program
Apply Now
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