Associate Service Consultant

3 weeks ago

Tempe, United States LPL Financial Full time

Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

**Job Overview**:
The Annuity Associate Service Representative supports our Financial Professionals, their assistants and internal business partners in the purchase of annuities via the Annuity Order Entry platform. This individual is part of a specialized service team supporting a high volume of calls per day.

**Responsibilities**:

- Maintain detailed knowledge of LPL processes and system platform as they relate to Annuities.
- Maintain detailed knowledge about Annuity Products supported by the Annuity Order Entry system and be able to explain the differences between the product features.
- Collaborate with internal business partners to assist with resolving escalations, adapting to operational and compliance process changes.

**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 can execute in a way that encourages **creativity **and **continuous improvement**.

**Requirements**:

- 3+ years of previous customer service experience
- 1+ years of financial services experience, investment services

**Core Competencies**:

- Commit to owning the customer experience by driving satisfaction to high levels and adhering to our corporate value_s_
- Strong attention to details
- Strong client focus
- Ability to provide effective feedback
- Strong work ethic
- Excellent organizational skills
- Excellent communication and listening skills

**Preferences**:

- Licenses/Certifications: Series 99, Series 7
- MS Office, BETA, ClientWorks, ServiceWorks, Nice, Documentum, Electronic Order Entry
- Bachelor's degree

**Pay Range**:
$19.38-$29.08/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

**Why 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.

Want to hear from our employees on what it’s like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

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