Associate Service Consultant

LPL Financial

. Handle approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates .

Posted 10/30/2026full-timeUnited 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 customer satisfaction in the financial services sector. Proficient in problem-solving, communication, and navigating multiple systems to efficiently resolve client issues.

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 KnowledgeRequest ProcessingProduct ExplanationIssue Resolution

Soft Skills

EmpathyAttention to DetailOrganizational SkillsCuriosityInitiative

Certifications & Qualifications

SIESeries 7

Industry Keywords

Financial AdvisorsCustomer FocusInternal Service AssociatesClient Management

About the role

Key responsibilities & impact

Handle approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates
Make outbound calls as necessary to resolve issues related to Overlay Service and Operations
Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA)
Explain product differences and guide users through LPL Financial processes
Accurately process requests and support internal partners
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
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 an initiative-taking attitude and high sense of ownership
Organized with a strong attention to detail and ability to navigate multiple systems simultaneously
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
SIE, Series 7 preferred

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
LPL Total Rewards package
Opportunity to license in the future if not already licensed