What are the responsibilities and job description for the Associate consultant position at LPL Financial?
Job Overview :
The Associate Service Consultant-Estate Team takes inbound calls from our clients regarding death and divorce-related inquiries, while also acting as a subject matter expert and resource to our internal and external business partners.
This role also handles escalated inquiries and assists with information sharing, as well as coaching and guidance for our clients.
Our team’s main priority is to create a reliable support system for our clients 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 in team projects and training that supports your career development and advancement.
Responsibilities include, but are not limited to :
- Providing phone support with complex death / 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 of complex cases that result in follow-up phone calls and processing.
- Processing and monitoring various death and divorce claims through to completion; this includes tax operations review, processing, completing proper documentation for each request, and updating business partners as well as reporting to comply with departmental standards.
- 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.
- Providing support and managing escalated issues in a timely manner and being point of contact for all case resolutions.
- Keeping apprised of and promoting new processes and controls; provide feedback and process improvements to drive the business forward.
- Participating in daily huddles and monthly department meetings.
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 two years in brokerage / financial services client-facing or operations experience (comparable experience may be considered)
- MS Office experience required
- Bachelor’s degree; preferably in business, accounting, or finance
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
- Leads by example and ensures a high-quality client experience
Preferences :
- Series 99 or 7
Pay Range :
$20.48-$34.13 / hourActual 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!
Last updated : 2024-09-03
Salary : $20 - $34
