Associate Service Consultant

LPL Financial

Customer Service Consultant handling inbound and outbound calls for Financial Advisors at LPL Financial. Providing support on financial services and products with a focus on client satisfaction.

Posted 7/24/2026full-timeFort Mill • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on relationship management and problem-solving in the financial services sector. Capable of navigating multiple systems while maintaining attention to detail and effective communication.

Highest-signal resume keywords

Customer Service ExperienceFinancial Services KnowledgeProblem-Solving AbilitiesCommunication SkillsRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Overlay Service Products KnowledgeRequest ProcessingMulti-System Navigation

Soft Skills

High EmpathyAttention to DetailCuriosityInitiative-TakingOrganizational Skills

Industry Keywords

Financial AdvisorsCustomer SatisfactionService AssociatesLPL Financial Processes

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 differences and guide users through LPL Financial processes
Provide exceptional customer service by accurately processing requests
Support internal partners and clearly communicate solutions
Proactively seek help, escalate issues when necessary
Efficiently resolve problems during calls

Requirements

What you’ll need

1-2 years of Customer Service Experience preferably in Financial Services
Ability to support working a regularly scheduled shift anytime between the hours of 8:00AM EST and 6:30PM EST, Monday-Friday
High empathy and a passion for helping people
Strong problem-solving abilities with initiative-taking attitude and high sense of ownership
Organized with strong attention to detail
Ability to navigate multiple systems simultaneously
Curiosity 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

Benefits

Comp & perks

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