Associate Service Consultant

LPL Financial•Charlotte, CA

50d•$20 - $34

About The Position

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. The Associate Service Consultant - Annuities 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.

Requirements

2+ years of previous customer service experience
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 and work ethic
Ability to provide effective feedback
Excellent organizational, communication and listening skills

Nice To Haves

Financial services experience, investment services
Series 99, Series 7
MS Office, BETA, ClientWorks, ServiceWorks, Nice, Documentum, Electronic Order Entry
Bachelor's degree

Responsibilities

Responsible for all functions of an Annuity Service Rep including providing exceptional customer service via incoming calls or responses to emails as it relates to Annuities processing the purchase of annuities on the Annuity Order Entry platform.
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.