Product Support Representative I

LPL Financial

. Handle approximately 30–40 inbound calls per day from Financial Advisors, their assistants, and internal business partners regarding technology products, platforms, and service requests .

Posted 11/10/2026full-timeUnited StatesJunior💰 $22 - $36 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing technology-related support and operational assistance within the financial services industry, while effectively managing multiple assignments and communicating with diverse stakeholder groups.

Highest-signal resume keywords

Financial Services ExperienceMicrosoft Office Suite ProficiencyEnterprise Systems KnowledgeTechnology Product SupportCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Service Request ProcessingOperational Issue ResolutionInformation AnalysisFirst-Call ResolutionSystem TestingTechnology Product ExplanationCall Center OperationsDeadline Management

Soft Skills

Effective CommunicationMultitaskingProblem Solving

Tools & Technologies

OracleDocumentumSiebelASATSalesforceVisioAdobe Professional

Industry Keywords

LPL Financial PoliciesOperational GuidelinesRegulatory RequirementsTechnology AccessSystem Enhancements

Tech Stack

Tools & technologies

Oracle

About the role

Key responsibilities & impact

Handle approximately 30–40 inbound calls per day from Financial Advisors, their assistants, and internal business partners regarding technology products, platforms, and service requests
Initiate outbound calls to internal departments to research, resolve, and follow up on advisor technology requests
Process and document service requests accurately to support first-call resolution and minimize follow-up activity
Explain LPL-supported technology products, including associated risks, fees, and operational requirements
Guide advisors and their staff through LPL processes and system platforms related to technology access, enhancements, and upgrades
Support internal business partners with technology-related requests and issue resolution
Collaborate with cross-functional teams on system enhancements, testing efforts, escalations, and process changes
Provide technology-related service and operational support in a high-volume call center environment while following LPL Financial policies, operational guidelines, and regulatory requirements

Requirements

What you’ll need

1–2 years of experience working in the financial services industry
Bachelor’s degree
1–2 years of experience using Microsoft Office Suite, including Word and Excel, in a business or operational environment
1–2 years of experience working with enterprise systems such as Oracle, Documentum, or Siebel
Experience using ASAT, Salesforce, Visio, or Adobe Professional
Experience meeting strict deadlines with minimal supervision in a fast-paced environment
Experience communicating with multiple stakeholder groups, including various levels of management
Demonstrated experience managing multiple assignments simultaneously
Experience analyzing information to resolve operational or system-related issues

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
LPL Total Rewards package
Competitive total rewards designed to support success at work, at home, and at play