Associate Cost Basis Consultant

LPL Financial

full-time

Posted on: 1/28/2026

Location Type: Hybrid

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💰 $23 - $38 per hour

About the role

Answer inbound calls from the Service teams.
Research and perform related processing for service requests.
Review accounts and perform reconciliation to ensure compliance with corporate and regulatory policies and procedures.
Perform daily quality control, manage error rates and perform exception review processing.
Effectively communicate with advisors and other operational groups to resolve various account discrepancies.
Be proactive and remain cognizant of deadlines and regulatory requirements.
Recognize issues, problems, or opportunities and determine whether action is required.
Make connections and offers creative recommendations on how to solve business challenges.
Assist with projects, UAT Testing and audits.

1+ years of customer service experience
1+ years of BETA and Excel
Must be comfortable relaying policy related information consistently in fast paced situations.
General computer savviness with the ability to quickly navigate multiple applications.
Ability to ask probing questions and actively listen to gain agreement with the caller.
Interpersonal skills to establish a welcoming interaction that fosters rapport.
Willingness to take ownership to provide accurate resolutions with each interaction.
Learning mindset to respond and implement coaching and training.

Benefits

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer serviceBETAExcelUAT Testingquality controlreconciliationerror managementexception review processing

Soft Skills

effective communicationinterpersonal skillsactive listeningproblem-solvingownershipcreativityproactive mindsetlearning mindset