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Associate Service Consultant

3 months ago

Tempe, Arizona, United States LPL Financial Full time

Are you a team player? Are you curious to learn? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? If so, LPL Financial is the place for you

At LPL Financial (Nasdaq: LPLA) our mission is to take care of our advisors, so they can take care of their clients. LPL serves the advisor-mediated advice marketplace as the nation's largest independent broker-dealer, a leading investment advisory firm, and a top custodian. We support over 22,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 570 registered investment adviser firms nationwide. Our vision is to become the leader across the advisor-centered marketplace by empowering advisors to deliver great advice to their clients and be great operators of their businesses.

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:

  • SIE
  • Series 99 or 7
  • Previous experience with trust/estate or legal administration preferred

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 offerWhy LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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 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