Product Support Specialist
Company: LPL Financial
Location: San Diego
Posted on: January 15, 2022
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
- 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
expectations.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
- Ability to simplify and clarify complex information
demonstrating excellent phone and written communication and
- 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.Why LPL? 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 potential.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? Watch
this!We take social responsibility seriously. Learn more hereWant
to see info on our benefits? Learn more hereJoin 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
@lplfinancial.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) 877-7210.
Keywords: LPL Financial, San Diego , Product Support Specialist, Other , San Diego, California
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