Financial Service Professional
Core
Inbound contact center agent supporting financial advisors and investors with inquiries ranging from balance checks to complex cross-functional transactions.
Role type
Inbound contact center agent (financial services)
Builds
Support for LPL Financial advisors to serve their clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Customer service, active listening, probing questions, computer navigation, teamwork, accuracy
Preferred skills
Call center experience, financial services industry experience, Associate's or Bachelor's degree
Responsibilities
Handle inbound calls for balance inquiries and financial transactions, collaborate with internal service partners to resolve issues, participate in continuous training to expand support capabilities, assist with 25-30 call interactions per day
Seniority
Entry-level to Junior