Client Representative

Company: LPL Financial
Location: San Marcos
Posted on: November 17, 2021

Job Description:

Discover your opportunity with LPL Financial, a leader in the retail financial advice market and the nation 's largest independent broker/dealer with over 15,000 financial advisors and over 4000 corporate employees where we respect and appreciate the diversity of our employees, our clients, and the communities we serve.

Joining our team as an Customer Service Representative will allow you the opportunity to explore and learn each function within the Service organization at LPL Financial. -The back-office exposure to the financial service industry will all you to gain an understanding of the impact the Service organization has on the overall success of the firm. Our service team 's main priority is to create a reliable support system for our clients so they can easily grow their practice. Being flexible and adaptable to competing priorities will be key success factors for this position.

What you 'll do
You will have the opportunity to sit with and learn from each of our channels within the Service organization. - You 'll establish rapport with each channel leader such that you can support the various inquiries and initiatives for projects in flight. - -You 'll assist with various ad-hoc reporting, project reporting, and participate in creative thinking sessions to ideate new solutions.

The Expertise Were Looking For
Two or four year advanced degree (Bachelors or Associates) or substantial relevant professional experience.
1-3 years of professional work experience; customer facing experience a plus
Previous exposure to or sincere interest in learning more about financial services industry

The Skills You Need
You possess the ability to willingly share feedback and ideas
You possess the ability to prioritize multiple tasks and pivot as needed
You possess the ability to respond to coaching & training
You possess the ability to work well individually and as part of team

The Empowerment of Your Role
LPL is transforming our culture and our commitment to constantly improve the ease of doing business with us. Making it easier for advisors to do business with us is our No. 1 priority. No matter what your role or department, at LPL we all own this. Knowing this, we are all empowered to make things simpler and do what is best for advisors and their investors.
The Quality You Deliver
At LPL Financial, our work makes a difference. That is why we share a passion for doing it ethically and exceedingly well. Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.

Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation 's 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 it 's like to work at LPL? - Watch this !

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 life 's 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 applicant 's bank or credit card. - Should you have any questions regarding the application process, please contact LPL 's Human Resources Solutions Center at (800) 877-7210.

Keywords: LPL Financial, San Marcos , Client Representative, Other , San Marcos, California