Associate Service Consultant

LPL Financial

Associate Service Consultant managing inbound calls in a call center at LPL Financial. Ensuring excellent customer service and maintaining knowledge of various financial service products.

Posted 6/18/2026full-timeSan Diego • California, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $35 per hourWebsite

About the role

Key responsibilities & impact

Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates
Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA), explain their differences, and guide users through LPL Financial processes
Provide exceptional customer service, you'll accurately process requests, support internal partners, and clearly communicate solutions
Proactively seek help, escalate issues when necessary, and efficiently resolve problems during calls

Requirements

What you’ll need

1-2 years of Customer Service Experience preferably in Financial Services
High empathy and a passion for helping people
Strong problem-solving abilities with an initiative-taking attitude and high sense of ownership
Organized with a strong attention to detail with the ability to navigate multiple systems simultaneously
A curiosity coupled with a desire for continuous learning
Customer focus
Communication skills
Proven track record in relationship management and customer satisfaction
Ability to work with all levels of clients, management and employees
Preferences: SIE, Series 7 preferred (Opportunity to license in the future if not already licensed)

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer serviceproblem-solvingrelationship managementattention to detailinitiative-takingmulti-system navigationcontinuous learning

Soft Skills

empathycustomer focuscommunication skillsorganizational skills

Certifications

SIESeries 7