Overview:
Join a dynamic team, where our commitment to excellence extends to every financial professional we support. As a Financial Services Professional, you will play a crucial role in delivering exceptional service to our advisors and investors. This position not only offers a gateway to a fulfilling career in financial services but also includes extensive training, support, and growth opportunities that align with our mission of serving others. Immerse yourself in the fast-paced world of finance where your contributions are valued and your career can flourish!
Position:
This is a non-sales position. This position is supporting our client, a financial services institution, and is based in a call center environment, where Financial Service Professionals answer 25-40 inbound calls from financial advisors.
Responsibilities:
Support Advisors & Investors: Serve as the first point of contact for financial advisors with questions about deposits, withdrawals, and account transfers.
Troubleshoot & Resolve Issues: Help advisors navigate LPL’s Move Money tool, troubleshoot documentation or allocation errors, and ensure transactions are processed accurately.
Provide Guidance on Forms & Documentation: Review forms for completeness and compliance, assisting advisors in getting set up correctly and ensuring proper tax allocation reporting.
Deliver High-Volume Service with Quality: Handle approximately 25–40 inbound calls daily, balancing speed, accuracy, and a high level of professionalism.
Communicate Effectively in Writing: Draft clear and concise internal communications, notes, and follow-up documentation to support transaction accuracy and advisor satisfaction.
Collaborate Across Teams: Partner with internal departments to research, escalate, and resolve complex issues, maintaining strong cross-functional relationships.
Maintain Performance Standards: Operate within key service metrics such as average handle time, hold time, and transfer rates while delivering top-tier service quality.
Pay:
Training:
Shifts After Training:
Each candidate is required to have 8:00am-8:00pm EST availability Monday - Friday
4 - 10 hour shifts, Monday - Thursday OR 5x8 hour shifts, Monday - Friday
- 30 min. for lunch (unpaid) and 2 – 15min. (paid) breaks throughout the day
Work from Home Requirements:
Must have own reliable home internet with an upload speed of 10 MBPS and a download speed of 25 MBPS.
Quiet, distraction free environment with a desk.
Must be located within 30 miles of Tempe, AZ.
Soft Skills:
Great communication skills
Critical and creative thinking
Passion for customer service
Education:
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