Service Representative Service Representative …

LPL Financial
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
LPL Financial
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Service Representative
Service Center Rep San Diego/en-US/External/job/San-Diego/Service-Center-Rep_R-007961/apply

The primary role of Service Center Rep is to develop a strong relationship with our professional clients by offering an outstanding service experience. Performing in a team environment the Service Center Rep is expected to provide procedural expertise regarding technology and business process. At LPL Financial youll build relationships with our clients and your support teams while building your career and delivering on our mission to enable our clients to focus on what they do bestcreate the personal, long-term relationships that are the foundation for turning lifes aspirations into financial realities. Specific responsibilities include: Communicating directly with our clients (Financial Advisors/Professionals) by phone for up to 90 percent of your day Research complex situations, set client expectations, and define the actions necessary to resolve inquiries Educate clients on the use of technology to monitor, maintain, and service their operational needs Communicate operational and financial industry policies and procedures Assume ownership of inquiries and see them through to a timely resolution Adhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investors best interest Complete operational tasks including data input Communicate with internal departments to ensure we meet our clients expectations for timely service delivery Actively participate in training to remain current with operational policies and procedures Drive customer experience to high levels of satisfaction by adhering to our corporate values Qualifications: Associates degree required, Bachelors a plus Demonstrated effective use of consultative skills, PC Skills and system knowledge Strong customer focus, excellent communication skills, a strong work ethic, and extremely organized Ability to work with all levels of clients, management and employees

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nations largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego. 

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.  

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.   

Join the LPL team and help us make a difference by turning lifes aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE 

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

Posted 7 Days AgoFull timeR-007961

As the nations leading independent broker-dealer*, we offer an

integrated platform of proprietary technology, brokerage, and

investment advisor services to more than 14,000 financial

advisors and approximately 700 financial institutions, enabling

them to help their clients turn life's aspirations into financial

realities. We also support more than 4,000 other financial

advisors with customized clearing solutions, advisory

platforms, and technology.

Weve told you what we do for our customers, but what can we

do for you? 

Well provide you with a work environment that encourages your

creativity and growth, a leadership team thats supportive and

responsive, and the opportunity to create a career that has no

limits, only amazing potential.

*As reported by Financial Planning magazine, June 1996-2017,

based on total revenue.