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Banking Service Associate Professional at LPL Financial - ApplyBlast

Banking Service Associate Professional

LPL Financial

5 days ago

3.5 on Glassdoor

Tempe, Arizona, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Banking Service Associate Professional supports Financial Professionals and their assistants by delivering high-quality service for LPL’s Cash Management and banking products. This role involves handling inbound and outbound calls, explaining operational requirements, and ensuring compliance with banking regulations and firm policies. The ideal candidate will have experience in a service center or wealth management/banking industry with a passion for excellence.

Responsibilities

Provide exceptional customer service via inbound and outbound calls and emails
Maintain detailed knowledge of LPL systems and banking product platforms
Ensure compliance with firm policies, regulatory requirements, and banking guidelines

Skills

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.