Large Enterprise Service Associate

**This is a hybrid role with opportunity to work at the Troy or Southfield offices**

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.

Job Overview:

This role offers unique exposure to financial advisors, advisor operations, and wealth management practices, making it an excellent entry for professionals interested in advancing within the financial services industry.

As a Large Enterprise Service Associate, you'll serve as a trusted partner to financial advisors and their teams, helping them navigate processes, leverage technology, and deliver outstanding client experience. This highly visible role offers the opportunity to build strong relationships, solve meaningful challenges, and contribute directly to advisor success within one of the industry's leading financial services organizations.

You'll become a go-to resource, collaborating across multiple departments and gaining valuable exposure to advisor operations, account management, and financial services best practices.

Responsibilities:

• Assist in onboarding and training of new advisors & their staff on LPL systems and processes.

• General problem resolution, providing assistance or instruction with navigating systems & performing various types of requests. Follow up with sending corresponding How to Guide.

• Educate advisors and staff on account services, capabilities, and new technology.

• Identify opportunities to improve processes and enhance the advisor experience.

• Actively contribute to the development of the Advisors CSA/team by sharing best practices and contributing to the development of the team.

• Assist with Advisor escalations that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits), working closely with the Service Pods and Operations Manager for resolution.

• Conduct proactive outreach to advisors and teams on time sensitive activities (e.g., trade notifications)

• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met.

• Work in a fast-paced, team-oriented environment where your ideas and contributions are valued.

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.

You are:

• Customer-focused and passionate about delivering outstanding service.

• A strong communicator who can simplify complex information.

• Organized, resourceful, and adaptable in a dynamic environment.

• Motivated to take ownership and drive results.

• Collaborative and committed to continuous improvement.

Requirements:

• 2+ years' experience in a customer focused role, with excellent verbal, and written communication skills and the ability to explain complex information clearly and simply.

• 2+ years' experience using Microsoft Word, Excel, PowerPoint and CRM applications.

Core Competencies:

• Organized with strong attention to detail and problem-solving abilities.

• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners.

• Strong analytical skills and ability to research information.

• Demonstrates drive, initiative, and motivation.

• Able to utilize internal resources, training & self-service options that are available.

Preferences:

• Bachelor’s degree; preferably in Business, Accounting or Finance

• Experience working with Financial Advisors, Branch and Home Office support teams

• 2-3 years brokerage/financial services industry

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Pay Range:

$23.52-$39.17/hour

 

Actual base salary varies based on facto