Associate Service Consultant

LPL Financial•Fort Mill, SC

34d•$21 - $35

About The Position

The Associate Service Consultant-Estate Team serves as a subject matter expert for advisors, clients, and internal business partners on the inheritance and divorce process, assisting our clients with the distribution of assets to beneficiaries who are inheriting an account from an LPL client.

Requirements

2+ years in brokerage/financial services client-facing or operations experience
MS Office experience
Excellent verbal, listening, and written skills
Phone communication skills
Extremely organized
Adaptive and flexible
Ability to multi-task in a fast-paced environment

Nice To Haves

Bachelor’s degree; preferably in business, accounting, or finance
Previous experience with trust/estate or legal administration
SIE, 7 & 63, preferred

Responsibilities

Provide outstanding service through phone support with complex inheritance/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.
Create a reliable support system for our advisors so they can easily navigate through estate-related inquiries on behalf of their clients and ultimately grow and strengthen their practice.
Take ownership and following through with complex and escalated cases that result in follow-up calls and processing.
Ensure that requirements are being accurately communicated and answering questions related to the inheritance process.
Use decision making and communication skills to process estate and divorce claims through to completion; this includes reviewing paperwork to ensure that documents comply with regulatory requirements and department standards for distribution, processing paperwork received accurately in order to mitigate risk to the firm.
Communicate in an empathetic and professional manner due to the sensitive nature of Estate and Divorce situations.
Review 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.