Financial Service Professional

LPL Financial

Financial Service Professional providing exceptional service at LPL Financial. Handling client interactions, problem-solving, and collaboration in financial services.

Posted 6/3/2026full-timeFort Mill • Arizona, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $39 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off
comprehensive training program

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

problem-solvingcritical thinkingattention to detailverbal communicationwritten communicationinitiativeownership

Certifications

Bachelor’s degree