Financial Services Professional
LPL Financial(6 days ago)
About this role
This inbound contact center role involves supporting advisors or investors with a range of topics, from simple inquiries to complex transactions. The position emphasizes providing courteous, accurate, and timely solutions while fostering collaboration and continuous learning. The role offers opportunities for career development and industry licensing.
Required Skills
- Customer Service
- Financial Transactions
- Communication
- Active Listening
- Problem Solving
- Teamwork
- Computer Navigation
- Financial Industry Knowledge
- Inquiry Resolution
- Problem Management
About LPL Financial
lpl.comA 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.
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