Associate Service Consultant

Role Overview

• Taking inbound calls from our advisors, clients, and internal partners focused on resolving estate and divorce inquiries related to an LPL account.
• Reviewing and processing documents and paperwork submitted by advisors and clients.
• Communicating needs and requirements to complete the distribution process.
• Handling escalated inquiries and assisting with information sharing, coaching and guidance for our advisors.
• Contributing to a team environment by demonstrating the ability to interact, support and engage with coworkers to achieve team and department goals.

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)
• 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

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off