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LPL FinancialCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service within financial services, with a strong focus on banking products and compliance with regulatory requirements. Possesses excellent communication skills and the ability to collaborate effectively with financial professionals and operational partners.
Highest-signal resume keywords
Customer Service ExperienceKnowledge of Banking ProductsAttention to DetailProblem-Solving SkillsRegulatory Compliance
About the role
Key responsibilities & impact- Provide exceptional customer service via incoming calls, outbound phone calls, and emails related to banking and lending
- Support Financial Professionals and their assistants with banking products and cash management accounts
- Strive for first-call resolution and accurately process requests according to service levels
- Work with operational partners to ensure accountability and ownership
- Guide Financial Professionals and assistants through processes and system platforms
- Acquire and maintain detailed knowledge of LPL systems, processes, and banking and lending platforms
- Assist with creating, maintaining, and sharing internal resources
- Explain differences between banking products to advisors and internal business partners
- Ensure compliance with firm policies, regulatory requirements, and banking regulations
- Exercise discretion and business judgment
- Identify improvements to the banking and LPL Financial experience
- Partner with leadership and UMB Bank, N.A. to drive product growth and service-model outcomes
- Participate in roundtables, team chats, and team meetings
- Contribute to team engagement and uphold LPL’s values and mission
Requirements
What you’ll need- 1 to 2 years of Customer Service experience, preferably in financial services (wealth management or banking)
- Ability to quickly learn and maintain knowledge in a very dynamic environment
- Ability to multi-task, strong attention to detail, excellent problem-solving and follow-up skills
- Must be flexible to work varying schedules and hours as needed
- Highly refined written and oral communication skills
- Commitment to owning the customer experience and adhering to corporate values
- Strong leadership abilities and working knowledge of LPL policies and procedures
- Strong attention to detail, work ethic, and listening skills
- Regulatory licenses or designations are a plus, not required
Benefits
Comp & perks- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Competitive Total Rewards package
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Banking ProductsCash Management AccountsLPL Systems KnowledgeProcess ImprovementFirst-Call Resolution
Soft Skills
Excellent Communication SkillsStrong Leadership AbilitiesFlexibilityListening SkillsWork Ethic
Certifications & Qualifications
Regulatory Licenses
Industry Keywords
Financial ServicesWealth ManagementLendingComplianceCustomer Experience