Client Tech Services-Associate Client Support Professional

Job Overview :

The Client Support Professional will support our Financial Advisors, their assistants, and LPL internal Service Associates through email, phone, or video conference regarding advisor technology needs.

Associates will support processing activities with Marketing Technology Subscription requests. Associates must be able to understand the technology product offering at LPL and the risks, fees, and operational tasks for the products that we provision.

Associates must also understand and be able to explain the operational requirements and firm policies that govern the products we support to ensure compliance with product guidelines, LPL Financial policies, and regulatory requirements.

Responsibilities :

Provide exceptional customer service to Financial Advisors, their assistants, and LPL Financial internal business partners as it relates to Client Technology Management by fielding a wide range of inquiries accurately and efficiently while developing subject matter expertise.

Support first contact resolution efforts by guiding Financial Advisors and their assistants through LPL Financial processes and system platforms as they relate to our digital marketing platform and connecting technologies.

Process Subscription requests to add, remove, or modify access to the digital marketing platform and other operational support, as needed.

Providing training and guidance on tasks related to adding DNS records, integrating CRMs, and adding website embed code.

Create and improve article and video documentation to assist users with initial setup and troubleshooting of the platform.

Maintain knowledge about various products supported by LPL Financial.

Ability to explain the differences between the products to advisors and internal business partners to meet the technology needs of our clients.

Collaborate effectively with cross-functional teams to align goals, solve problems, share feedback, and implement strategies to enhance the overall client experience.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment , are client-focused , team oriented , and are able to execute in a way that encourages creativity and continuous improvement .

Requirements :

2+ years financial industry experience

1+ years experience with Microsoft office suite (Word and Excel)

Preferences : Bachelor’s Degree

Bachelor’s Degree

Digital Marketing Platform experience (ex. Hubspot,

AdvisorStream, Mailchimp), Salesforce, Adobe Experience Manager

Ability to meet strict deadlines with minimal supervision in a fast-paced environment

Effective and proactive communicator with strong verbal and written communication skills especially when dealing with various groups and in all levels of management

Excellent interpersonal skills with the ability to interact with various levels of personnel in addition to encouraging and building positive relationships

Exercises judgment within broadly defined practices and policies in selecting methods, techniques and evaluation for obtaining results

Ability to manage multiple assignments

Attention to detail and ability to analyze information

Excellent problem solving skills that affect daily operational matters

Thorough documentation skills and ability to document new processes

Must be self-motivated and effectively cope with changing environments

Pay Range :

$21.81-$36.36 / hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!