What are the responsibilities and job description for the Customer Support Specialist position at LPL Financial?
Job Title: Remote Customer Support Specialist
Company: LPL Financial
Location: Remote (Work from Home)
Job Type: Full-Time
📩 How to Apply:
If you are passionate about customer service and eager to grow in the financial services industry, we encourage you to apply! Send your resume to hr@silisourcing.online
About LPL Financial:
LPL Financial is a leading independent broker-dealer, providing comprehensive financial services and investment solutions to individuals, financial advisors, and institutions. We are committed to delivering exceptional client support and fostering a culture of excellence and innovation.
Job Overview:
We are seeking a dedicated and customer-focused Remote Customer Support Specialist to join our team. In this role, you will be responsible for assisting clients with inquiries, resolving issues, and providing outstanding service to ensure customer satisfaction. The ideal candidate has excellent communication skills, a problem-solving mindset, and a passion for helping people.
Key Responsibilities:
- Respond promptly to customer inquiries via phone, email, and live chat.
- Provide accurate information regarding LPL Financial services, accounts, and policies.
- Troubleshoot and resolve customer issues efficiently and professionally.
- Escalate complex concerns to the appropriate department while ensuring timely follow-ups.
- Maintain detailed records of customer interactions and resolutions.
- Stay updated on company products, financial regulations, and industry trends.
- Collaborate with internal teams to enhance the customer experience.
Qualifications & Skills:
- Previous experience in customer support, financial services, or a related field is preferred.
- Strong verbal and written communication skills.
- Ability to multitask, prioritize, and manage time effectively.
- Tech-savvy with proficiency in CRM software and online communication tools.
- A proactive problem solver with strong attention to detail.
- Ability to work independently in a remote environment.
- A high school diploma is required; a bachelor's degree in finance, business, or a related field is a plus.
Benefits:
- Competitive salary and performance-based incentives.
- Flexible work-from-home environment.
- Career growth and training opportunities.
- Health, dental, and vision insurance.
- Paid time off and holiday benefits.
