Service Center Representative, 360


Company:: LPL Financial Services
Location:: Charlotte, NC
Job Type:: Full Time
Category:: Investment Banking

Yrs of Exp:: 1 to 2 years
Posted:: 1/19/2013

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Job Description

Our Service Center 360 RIA team provides superior customer service to advisors on LPL's Registered Investment Advisors (RIA) Platform by handling inquiries via phone and email with a focus on relationship management and overall service.

Communicate operational and financial industry policies and procedures
Research complex situations, set customer expectations and define the actions necessary to resolve the situation
Assume ownership of the inquiry and see it through to a timely resolution
Complete operational tasks including data input
Leverage technology to provide business solutions to advisors on the RIA platform
Communicate with internal departments to improve processes and ensure timely processing
Provide regular feedback to RIA Service Center Management team to improve both the RIA advisor experience and operational efficiencies
Actively participate in customer service training and other training to remain current with operational policies and procedures

Qualifications:

1-2 years of previous customer service experience
1-2 years of financial services experience required
Series 7 preferred
Must have excellent telephone service/relationship management skills and desire to pursue a long-term career in customer service
Positive, customer focused attitude and demeanor with a desire to provide outstanding service
Must have excellent verbal and written communication skills, a strong service ethic and be extremely organized
Assist customers while accessing data via multiple PC lookup applications
Must be able work effectively within a team environment, be a great problem solver and pay close attention to detail
Proficient in Microsoft Office and web based applications
Must have excellent PC and data input skills

We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE

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