What are the responsibilities and job description for the Product Support Professional position at LPL Financial?
Be part of LPL Financial, the leading provider of investment and business solutions for independent financial advisors and institutions across the nation serving and supporting more than 21,000 financial advisors.
Join our team at LPL Financial as a Financial Service Professional : Launch Your Financial Services Career Today!
Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join LPL as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. At LPL Financial, we offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector.
We take care of our advisors, so they can take care of their clients." That’s our mission at LPL Financial. It permeates everything we do—and is embraced by every employee.
Job Overview : The Advisor Technology Support Team (ATST) Product Support Professional supports advisors, their assistants, and LPL internal Service Associates in a customer care center. This role involves handling inbound and outbound calls related to advisor technology needs. The candidate must understand LPL's technology products, including associated risks, fees, and operational tasks.
Responsibilities :
- Provide exceptional customer service to advisors, their assistants, and LPL internal business partners by accurately and efficiently fielding a wide range of inquiries.
- Provide advisors with resolutions during the first interaction when possible and service as a point of contact to provide timely updates for ongoing support issues.
- Supporting first contact resolution efforts by guiding advisors and their assistants through LPL Financial processes and system platforms as they relate to the various technology tools CTM provisions access to.
- Provide application support for LPL’s proprietary web-based software and third-party applications, troubleshooting issues such as web browser compatibility, Exchange Email, and multi-factor authentication.
- Maintain knowledge of various products supported by LPL Financial and explain differences to advisors and internal business partners.
- Resolving client inquiries via email, chat, and phone.
- Gain moderate understanding financial industry terms to better serve our clients.
- Timely update of all ongoing support issues into service tracking system, log detailed report of issues and collaborate with escalation teams to ensure timely reporting and response.
- Understand and explain operational requirements and firm policies to ensure compliance with product guidelines, LPL Financial policies, and regulatory requirements.
- Collaborate closely with Service teams, Registration, New Client Onboarding, Business Transitions, Business Consulting, and Cash Management.
What We Are Looking For :
We seek strong collaborators who can deliver a world-class client experience. Ideal candidates thrive in a fast-paced environment, are client-focused, team-oriented, and encourage creativity and continuous improvement.
Requirements :
Core Competencies :
Preferences :
Certifications Preferred :
