Associate Service Consultant

LPL Financial

. Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates .

Posted 10/9/2026full-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 problem-solving in a financial services context. Proficient in navigating multiple systems and maintaining up-to-date knowledge of Overlay Service products.

Highest-signal resume keywords

Customer Service ExperienceProblem-Solving AbilitiesCommunication SkillsRelationship ManagementSIE or Series 7 Certification

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 ProductsRequest ProcessingCall Center ExperienceMulti-System NavigationAttention to Detail

Soft Skills

EmpathyInitiative-TakingOrganizational SkillsCuriosityCustomer Focus

Certifications & Qualifications

SIESeries 7

Industry Keywords

Financial ServicesInbound CallsOutbound CallsCustomer SatisfactionLPL 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 product differences and guide users through LPL Financial processes
Provide exceptional customer service
Accurately process requests and support internal partners
Clearly communicate solutions
Proactively seek help and 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
High empathy and a passion for helping people
Strong problem-solving abilities with an initiative-taking attitude and high sense of ownership
Organized with strong attention to detail
Ability to navigate multiple systems simultaneously
Strong 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 preferred
Series 7 preferred
Call center environment experience handling approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates

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