Entry Level Service Consultant Jobs
New grad service consultant jobs welcome recent graduates and entry level candidates with zero to two years of experience, where strong internship work or a customer-facing portfolio can matter more than a long resume. Most openings mix on-site and hybrid settings across Banking & Financial Services, Energy, and Technology & Software, with employers like First Community Credit Union, Hyundai Motor Company, and ADP hiring at this level now.
Find JobsOverview
Showing 5 of 12+ Entry Level Service Consultant jobs
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:
The Associate Service Consultant-Estate Team serves as a subject matter expert for advisors, clients, and internal business partners on the inheritance and divorce process, assisting our clients with the distribution of assets to beneficiaries who are inheriting an account from an LPL client. Responsibilities for this role include taking inbound calls from our advisors, clients, and internal partners focused on resolving estate and divorce inquiries related to an LPL account. In addition to phone calls, service consultants also spend time reviewing and processing documents and paperwork submitted by advisors and clients to facilitate the distribution of assets to named beneficiaries from an LPL account. This requires great attention to detail, and may involve reviewing legal documentation, assessing and mitigating risks to the firm, and communicating needs and requirements to complete the distribution process.
This role also handles escalated inquiries and assists with information sharing, as well as coaching and guidance for our advisors on how to navigate the complexities of the inheritance and divorce processes. Our team’s main priority is to create a reliable support system for our advisors so they can easily navigate through estate-related inquiries on behalf of their clients and ultimately grow and strengthen their practice. This role requires a strong customer focus and work ethic to provide top-tier service experience.
Additionally, the Cash Management Operations department offers opportunities to participate and contribute to team projects and training that supports your career development and advancement.
Responsibilities:
- Providing outstanding service through phone support with complex inheritance/divorce-related issues via an inbound call center environment, by taking ownership of each inquiry as the main point of contact and providing “First Call Resolution” when possible.
- Taking ownership and following through with complex and escalated cases that result in follow-up calls and processing. Ensuring that requirements are being accurately communicated and answering questions related to the inheritance process.
- Use excellent decision making and communication skills to process estate and divorce claims through to completion; this includes reviewing paperwork to ensure that documents comply with regulatory requirements and department standards for distribution, processing paperwork received accurately to mitigate risk to the firm.
- Communicating in an empathetic and professional manner due to the sensitive nature of Estate and Divorce situations.
- Reviewing documentation such as letters of testamentary, trust agreements, Qualified Domestic Relations Order, divorce decrees, and other estate-related paperwork as it pertains to both death and divorce situations.
- Keeping apprised of and promoting new processes and controls; provide feedback and process improvements to drive the business forward.
- Contributing to a team environment by demonstrating the ability to interact, support and engage with coworkers to achieve team and department goals.
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
- 2+ years in brokerage/financial services client-facing or operations experience (comparable experience may be considered)
- MS Office experience (Access, Excel, PowerPoint, Outlook, Teams, Word)
Core Competencies:
- Must have excellent verbal, listening, and written skills
- Excellent phone communication skills
- Extremely organized
- Adaptive and flexible
- Ability to multi-task in a fast-paced environment
Preferences:
- Previous experience with trust/estate or legal administration (Beneficiary claims, retirement accounts, etc)
- Experience in high call volume environments and experience with increased volumes during peak season
- Experience de-escalating calls and providing solutions to external clients
- Experience with enforcing policies and procedures
- Bachelor’s degree; preferably in business, accounting, or finance
- SIE, Series 7 & 63
Pay Range:
$21.10-$35.16/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, 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.
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 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.
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:
The Associate Service Consultant-Estate Team serves as a subject matter expert for advisors, clients, and internal business partners on the inheritance and divorce process, assisting our clients with the distribution of assets to beneficiaries who are inheriting an account from an LPL client. Responsibilities for this role include taking inbound calls from our advisors, clients, and internal partners focused on resolving estate and divorce inquiries related to an LPL account. In addition to phone calls, service consultants also spend time reviewing and processing documents and paperwork submitted by advisors and clients to facilitate the distribution of assets to named beneficiaries from an LPL account. This requires great attention to detail, and may involve reviewing legal documentation, assessing and mitigating risks to the firm, and communicating needs and requirements to complete the distribution process.
This role also handles escalated inquiries and assists with information sharing, as well as coaching and guidance for our advisors on how to navigate the complexities of the inheritance and divorce processes. Our team’s main priority is to create a reliable support system for our advisors so they can easily navigate through estate-related inquiries on behalf of their clients and ultimately grow and strengthen their practice. This role requires a strong customer focus and work ethic to provide top-tier service experience.
Additionally, the Cash Management Operations department offers opportunities to participate and contribute to team projects and training that supports your career development and advancement.
Responsibilities:
- Providing outstanding service through phone support with complex inheritance/divorce-related issues via an inbound call center environment, by taking ownership of each inquiry as the main point of contact and providing “First Call Resolution” when possible.
- Taking ownership and following through with complex and escalated cases that result in follow-up calls and processing. Ensuring that requirements are being accurately communicated and answering questions related to the inheritance process.
- Use excellent decision making and communication skills to process estate and divorce claims through to completion; this includes reviewing paperwork to ensure that documents comply with regulatory requirements and department standards for distribution, processing paperwork received accurately to mitigate risk to the firm.
- Communicating in an empathetic and professional manner due to the sensitive nature of Estate and Divorce situations.
- Reviewing documentation such as letters of testamentary, trust agreements, Qualified Domestic Relations Order, divorce decrees, and other estate-related paperwork as it pertains to both death and divorce situations.
- Keeping apprised of and promoting new processes and controls; provide feedback and process improvements to drive the business forward.
- Contributing to a team environment by demonstrating the ability to interact, support and engage with coworkers to achieve team and department goals.
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
- 2+ years in brokerage/financial services client-facing or operations experience (comparable experience may be considered)
- MS Office experience (Access, Excel, PowerPoint, Outlook, Teams, Word)
Core Competencies:
- Must have excellent verbal, listening, and written skills
- Excellent phone communication skills
- Extremely organized
- Adaptive and flexible
- Ability to multi-task in a fast-paced environment
Preferences:
- Previous experience with trust/estate or legal administration (Beneficiary claims, retirement accounts, etc)
- Experience in high call volume environments and experience with increased volumes during peak season
- Experience de-escalating calls and providing solutions to external clients
- Experience with enforcing policies and procedures
- Bachelor’s degree; preferably in business, accounting, or finance
- SIE, Series 7 & 63
Pay Range:
$21.10-$35.16/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, 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.
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 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.
See All 12 Entry Level Service Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsEntry Level Service Consultant Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Energy
- Technology & Software
- Investment & Asset Management
Entry Level Service Consultant Jobs: Frequently Asked Questions
How do I get an entry level service consultant job?
Start by highlighting any customer service, client-facing, or problem-solving experience, even from internships, campus roles, or part-time work. Employers hiring at this level look for strong communication skills, a willingness to learn, and comfort working with clients under guidance. Tailoring your resume to each posting and practicing common service scenarios in interviews gives junior candidates a real edge.
Which companies hire entry level service consultants?
Companies hiring entry level service consultants right now include First Community Credit Union, Hyundai Motor Company, and ADP, based on current listings on Migrate Mate as of November 2026. At this level, you'll find openings across a mix of large enterprises with structured onboarding programs and smaller firms that bring on junior consultants and train them from the ground up.
Are there remote entry level service consultant jobs?
Yes, though on-site roles remain common at this stage. About 0% of entry level service consultant openings are remote or hybrid as of November 2026, so candidates who prefer flexibility do have options. Remote junior roles often require strong self-management skills, so highlighting any independent project or virtual internship experience helps your application stand out.
Are these new grad service consultant jobs?
Yes, many of these postings are new grad roles that explicitly welcome recent graduates, junior candidates, and applicants with little or no prior experience. A new grad-friendly posting typically calls for zero to two years of experience and accepts internships or a relevant portfolio in place of full-time history. If a listing mentions training programs or mentorship, it's a strong signal it's built for new grads.
Which industries hire the most entry level service consultants?
Entry Level service consultant roles concentrate in Banking & Financial Services, Energy, and Technology & Software, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at the junior level because they depend on high volumes of client interaction and regularly bring on new graduates to build out their frontline service and advisory teams.