The Client Technology Management Service Associate will work in a call center environment taking approximately 30-40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates. Associates will make outbound calls to other departments as necessary regarding issues associated with advisor technology needs. Associates must be able to understand the technology product offering at LPL and the risks, fees, and operational tasks for the products that CTM provisions. Associates must also understand and be able to explain the operational requirements and LPL Financial policies that govern the products we support and ensure compliance with product guidelines, LPL Financial policies, and regulatory requirements.
Provide exceptional customer service to Financial Advisors, their assistants, and LPL Financial internal business partners as it relates to Client Technology Management.
Accurately process requests for to support first call resolution efforts.
Maintain knowledge about various products supported by LPL Financial. Be able to explain the differences between the products to advisors and internal business partners.
Guide Financial Advisors and their assistants through LPL Financial processes and system platforms as they relate to the various technology tools CTM provisions access to. Assist with system and operational issues as well as assisting with system enhancements and upgrades.
Support internal business partners with Client Technology Management.
Collaborate with internal business partners to support system enhancements and testing, resolve escalations and adapt to process changes changing environments.
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 4,200 employees with primary offices in Boston, Charlotte, and San Diego.
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.
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 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 @lpl.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 applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at (800) 877-7210.Posted 3 Days AgoFull timeR-008618
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.