Associate Service Consultant

2 weeks ago

Tempe, United States LPL Financial Full time

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
- Previous experience with trust/estate or legal administration preferred
- SIE preferred
- Series 7 or 66 preferred

**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

**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

**Information on Interviews**:

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