Large Enterprise Service Associate

LPL Financial•Southfield, MI

28d•$24 - $39•Onsite

About The Position

Role Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The primary role of the Large Enterprise Service Associate is to provide administrative support to advisors affiliated with a dedicated group. The Service Associate will be primary point of contact for advisors and their staff to help provide unparalleled service experience. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment. What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC12.9.25 LPL Financial is the nation’s largest independent broker-dealer. Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below!

Requirements

2+ years' experience in a customer focused role, with excellent verbal, and written communication skills and the ability to explain complex information clearly and simply.
2+ years' experience managing multiple projects concurrently independently and efficiently in a fast-paced environment.
2+ years' experience using Microsoft Word, Excel, PowerPoint and CRM applications
Series 7 & 66 or equivalent 63 & 65 licenses.
Organized with strong attention to detail and problem-solving abilities.
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners.
Strong analytical skills and ability to research information.
Demonstrates drive, initiative, and motivation.
Able to utilize internal resources, training & self-service options that are available.

Nice To Haves

Bachelor’s degree; preferably in Business, Accounting or Finance
Experience working with Financial Advisors, Branch and Home Office support teams
2-3 years brokerage/financial services industry

Responsibilities

Assist in onboarding and training of new advisors & their staff on LPL systems and processes.
General problem resolution, providing assistance or instruction with navigating systems & performing various types of requests. Follow up with sending corresponding How to Guide.
Educate advisors and staff on account services, capabilities, and new technology.
Actively contribute to the development of the Advisors CSA/team by sharing best practices.
Assist with Advisor escalations that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits), working closely with the Service Pods and Operations Manager for resolution.
Conduct proactive outreach to advisors and teams on time sensitive activities (e.g., trade notifications)
Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met.