Large Enterprise Service Associate

LPL Financial•Southfield, MI

2d•$24 - $39•Hybrid

About The Position

This is a 4-day role in the Southfield and Troy offices 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. 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 the primary point of contact for advisors and their staff to help provide an 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.

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.
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
Series 7 & 66 or equivalent 63 & 65 licenses.

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.