Advisor Service Associate I

Lincoln Investment•Fort Washington, PA

5d•Hybrid

About The Position

Lincoln Investment, recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing billions in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia. Basic Function: Reporting to the Advisor Services Manager, the Advisor Service Associate assists their assigned department and team in the daily management of the business. Tasks include advisor and client phone calls and other tasks as assigned. What are we looking for? We seek a motivated, self-starting, passionate team player to join our firm in the role of Operations Specialist. The Advisor Service Specialist is a member of the Adviser Service organization and works with Advisors and clients to support their day-to-day needs. (Service)

Requirements

Strong knowledge of business computer applications (Microsoft Excel and Word)
Customer service orientation
Ability to prioritize work and meet daily workload and deadlines
Strong verbal and written communication
Detail oriented with strong analytical and problem-solving skills
Ability to work in a team environment

Nice To Haves

Financial Services experience
Client service background
Investment/operations/advisory/transaction processing experience
Familiarity with the Pershing clearing and custody platform
Previous experience in same-day processing environment
Retirement Plans knowledge

Responsibilities

Answer phone calls from Investors and Advisors and assist as needed
Respond to inquiries from internal as well as external team members via phone and email in a timely fashion
Collaborate with other team members to ensure advisors experience consistent, high-quality customer service
Assist with the processing of financial and non-financial transactions
Perform detailed research as requested on customer accounts and respond on time
Communicate NIGO issues to Advisors and follow-up according to standard procedures
Develop working relationships with internal and external Lincoln associates and branch offices
Role is focused on Advisor contact and interaction, based on volumes role could involve processing work