Curious about the role of a Product Support Specialist ?
Do you have a passion for Customer Service ? If you answered
yes, integrity is in your nature. That means you sincerely care
that customers get exactly the quality and services they need to
embrace today and confidently pursue tomorrow.
Would you enjoy working in a fast-paced, collaborative
environment with aspirations to help multiple customer types by
making it easy to do business with us , if so, this is your
opportunity to be part of a great team?
Job Overview: At LPL Financial, we care about our advisors! The
Product Support Team works in a fast-paced environment, taking
approximately 30-35 inbound calls per day from Financial Advisors
and their assistants. We assist them with navigational aspects and
troubleshooting of our proprietary financial technology software,
as well as a multitude of other financial applications and
platforms, including internet browsers, mobile applications, email,
and affiliate technology. In the event an advisor should contact
our support team, we empower our representatives to resolve the
issue on first contact. We are passionate about our advisors and
work to please them on every interaction.
What will you do?
* Provide exceptional customer service to Financial Advisors,
their assistants and their clients, and LPL internal business
partners in navigating and troubleshooting proprietary LPL and
vendor software, as well as multiple office applications and
* Provide timely updates on all ongoing support issues into
service tracking system logs detailed report of issues, and
collaborate with escalation teams to ensure timely reporting and
response. * Provides new and existing customers with the best
possible service in relation to application inquiries, service
requests, suggestions and complaints. * Resolves customer inquiries
and complaints, quickly, fairly, and effectively in compliance with
the financial regulations. * Gain moderate understanding of
financial industry terms, while maintaining a working knowledge of
cataloged issues to ensure awareness and create alternative
solutions. * Overall, engineer quality client experiences that
promote the company values through positive positioning and
professional language, courtesy, and striving to exceed the clients
What does your success look like in the first 90 days? In your
first 90 days, you will have adapted to the environment and begun
to work synchronously with your peers and leadership team.
Utilizing your resources appropriately, you will begin to feel
comfortable with the many processes in place. You will have
questions; however, your trajectory will be on an upward slope. The
sign of a representative making good strides.
What are we looking for? We want strong collaborators who can
deliver a world-class client experience. We are looking for people
who thrive in a fast-paced environment, are client-focused,
team-oriented, and can execute in a way that encourage creativity
and continuous improvement.
What skills, experiences, and education are required?
* Associates or Bachelor's Degree required. * 1-3 years of
experience required (Customer Service w/in the Financial Services
or Information Technology industry.) * Proficiency working in
Microsoft Windows, Office, Exchange, iOS, Android, and with
multiple browsers. * Problem solving skills & attributes along with
the ability to multi-task. * Ability to simplify and clarify
complex information demonstrating excellent phone and written
communication and listening skills. * Strong customer focus,
excellent verbal and written communication skills, including
proficient typing skills, a strong work ethic, and must be
organized. * Demonstrate adaptability in an ever-changing
environment. * CompTIA A+ * Additional licenses/certificates may be
required as the job role evolves.
At LPL, we believe that objective financial guidance is a
fundamental need for everyone. As the nations leading independent
broker-dealer, we offer an integrated platform of proprietary
technology, brokerage, and investment advisor services. We provide
you with a work environment that encourages your creativity and
growth, a leadership team that is supportive and responsive, and
the opportunity to create a career that has no limits, only amazing
We are one team on one mission. We take care of our advisors, so
they can take care of their clients.
Because our company is not too big and not too small, you can
seize the opportunity to make a real impact. We are committed to
supporting workplace equality, and we embrace the different
perspectives and backgrounds of our employees. We also care for our
communities, and we encourage our employees to do the same. This
creates an environment in which you can do your best work.
Want to hear from our employees on what its like to work at LPL?
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
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
@lp lfinancial.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)