Client Services Associate

Position Details

• Company: LPL Financial
• Title: Financial Services Professional
• Workplace Type: 100% Remote (Must reside 50miles within Tempe)
• Duration: 12-Month Contract- starting Oct 13th
• Pay: $20/hr
• Schedule: Monday-Friday, Days

 What you can expect:

Learn & Grow: Immerse yourself in the financial services industry with extensive training and development. Our supportive environment is designed to provide you with the tools and knowledge to excel.

Career Advancement: This role is a gateway to a fulfilling career in Financial Services, where continuous learning and career growth are at the forefront, and the opportunity to create value

and serve others is endless.

Support & Development: From day one, you’ll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime.

Role Overview

As a Financial Service Professional at LPL Financial, you’ll play a vital role in providing exceptional service to our advisors and investors. Here’s a glimpse of what your day-to-day will look like:

Your journey will begin with a training program, where you will receive extensive training on our clients, systems, and products.

Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job

practice time.

Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.

** while initial expectations for the number of calls handled may vary, as associates become more efficient and proficient, their ability to handle a greater number of calls will naturally increase. Although they will be single-skilled at the outset, those demonstrating strong performance may have opportunities to cross-train in additional call types that support our business needs.

Must-Have Skills

• Strong customer service experience in a client-facing environment.
• Exceptional verbal and written communication skills.
• Ability to manage 25-30 inbound contacts daily in a fast-paced setting.
• Strong multitasking skills with the ability to navigate multiple computer systems simultaneously.
• Critical thinking and problem-solving abilities with a proactive mindset.
• High attention to detail and commitment to accuracy.
• Strong sense of ownership, accountability, and initiative.
• Passion for helping people and delivering exceptional customer experiences.
• Bachelor's degree or equivalent combination of education and experience.
• 0-2+ years of experience in a customer service, call center, or client support environment.

Work Environment

• Initial onsite attendance required for equipment pickup and onboarding.
• Fast-paced, high-volume inbound contact center environment.
• Structured schedules with consistent performance expectations.
• Supportive team culture with ongoing coaching and development.

Job Type & Location

This is a Contract position based out of Tempe, AZ.

The pay range for this position is $21.00 - $21.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Tempe,AZ.

This position is anticipated to close on Aug 28, 2026.

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