Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
The Pinnacle Service Professional delivers elite, "white glove" support to a select group of top-tier Financial Advisors. This role goes beyond traditional call center responsibilities, requiring a higher standard of service, expertise, and relationship management. Pinnacle Service Professionals serve as trusted partners, providing proactive, personalized assistance that reflects deep industry knowledge and a commitment to excellence.
Responsibilities:
- Personalized Service & Support: Deliver tailored assistance to Financial Advisors, including proactive outreach and enhanced account monitoring.
- Relationship Management: Build and maintain strong, trust-based relationships with advisors, serving as their primary point of contact for all service-related needs.
- Ownership & Accountability: Take full responsibility for each interaction, ensuring thorough resolution and follow-through on all commitments.
- De-escalation Expertise: Skillfully manage and defuse challenging situations, ensuring advisors feel heard, respected, and valued.
- Thorough Research & Resolution: Leverage all available resources to conduct in-depth research and provide accurate, well-documented responses.
- Expert Knowledge: Demonstrate a comprehensive understanding of financial products, service processes, and industry regulations to address complex inquiries effectively.
- Timely Response: Resolve inquiries at the point of contact or within the same day. For cases requiring extended research, provide daily progress updates unless otherwise directed by management.
- Proactive Communication: Anticipate potential issues and reach out to advisors with timely updates, solutions, and support.
- Problem Solving: Apply critical thinking and resourcefulness to resolve issues efficiently and exceed expectations.
- Team Collaboration: Work closely with peers to share insights and best practices, fostering a collaborative environment focused on exceptional service.
- Performance Excellence: Consistently exceed performance metrics while delivering outstanding service in every interaction.
What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
- Prior experience in financial services or customer service
- Communication and interpersonal skills
- Ability to navigate calls efficiently and effectively
- Problem-solving and de-escalation capabilities
- Adaptability and resilience in high-pressure environments
- Track record of exceeding performance targets
- Commitment to continuous learning and delivering superior service
- Prudential Knowledge Call center experience
Pay Range:
$23.72-$39.52/hour
Actual 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!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26