Technical Support Professional - Advisor Affiliates

Job Overview:

We're expanding our Advisor Affiliates Technology team and seeking a Tech Support Professional who will provide assistance and guidance to Advisors and staff. Our entire business is built around the Advisor experience, and technology is a major part of that, so we're looking for extremely professional and personable individuals who are passionate about customer satisfaction. We support several different office types; everything from an Advisor's private residence to shared coworking space, to official branch or standalone commercial space, to segments or cutouts of our corporate headquarters locations - our flexibility is a differentiator for us but means we often must provide creative solutions to challenges to ensure everything works as designed.

Responsibilities:

• Handle incoming calls (emails and other methods as well) and provide technology support to Advisors and support staff across a wide range of possible issues, including but not limited to:
  
  • Core network infrastructure, both wired and wireless
  • Combination of physical and soft-client phones and headsets
  • Advisor/staff workstations, including the laptops, docking stations, monitor arms and monitors, accessories and peripherals
  • Multi-function printers/copiers and/or personal desktop printers
  • TVs and screen-sharing devices in Advisor private offices
  • Videoconference units
  • Note: some components may be provided by LPL, some may not, which can increase complexity

• Oftentimes, client outreach is required to get back to Advisors or staff at their requested date/time and via the method of their choosing, or in response to an incident or issue (e.g., urgent patching requirement, critical updates required)
• Update and handle all ticket-related tasks promptly, ensuring compliance with internal processes and organization-wide expectations
• If the Support Professional isn't handling live cases, there's still much to accomplish, including:
  
  • Building, staging and/or preconfiguring equipment for upcoming efforts, refreshes, etc.
  • Asset and inventory management or cleanup at any one of our campus locations or updating documentation online
  • Engaging with our dedicated helpdesk support staff to review recently completed projects for training purposes, enabling them to provide better service or learning from them on how best to handle situations
  • Updating program documentation or task lists to ensure we're as efficient and effective as we can be
  • Drive or support important value-add initiatives and any testing or use case development
  • Support corporate mandates and help facilitate the introduction of changes to existing tools
  • Other work as assigned by Program Managers or Team Leads

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Minimum of 3 years of customer service experience and/or client relationship management
• Minimum 3 years of troubleshooting or deploying end-user workstation technology (PC/Mac Hardware, Windows/MacOS, MS Office Suite, Business Applications, etc.)
• Minimum 2 years of experience integrating diverse advisor/broker-dealer tech stacks
• Able to travel to other client locations up to 25% of the time

Technical Competencies:

• Familiarity with network/telecom technologies and tools (Cat 5e/6 cabling, punch down and termination, wireless APs, network racks, racking/stacking equipment, rack installation, cable testing and diagnosis, general network troubleshooting)
• Familiarity with IT Managed Service Provider models
• Understand IT asset management
• BA/BS degree in computer science, business, or related field

Core Competencies:

• Strong communication and collaboration skills, comfortable interfacing with customers and internal teams alike
• Trustworthy and reliable - willing to step up and help navigate through challenging situations
• Organized and detail-oriented, committed to dotting the I's and crossing the T's
• Ability to work independently and function in a team environment
• Comfortable working in a high-pressure, fast-paced environment

Pay Range:
$36.02-$60.04/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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