Associate Service Consultant - Managed Accounts Specialized (MAS)
LPL Financial•San Diego, CA
250d•$20 - $34
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About The Position
The Managed Accounts Specialized (MAS) Associate will assist Financial Advisors, their assistants, and LPL internal Service Associates over the phone. Associates will make outbound calls to other departments as necessary regarding issues associated with Managed Accounts platforms. Associates must be able to understand multiple products and the risks, fees, and operational tasks for the products. Associates must also understand and be able to explain the operational requirements and LPL Financial policies that govern the products we support and ensure compliance with product guidelines, LPL Financial policies, and regulatory requirements.
