Transition Partner, Book Sales Integrations
About The Position
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 Transition Partner will work with the Wealth Advisors Group (WealthAG) team, Book Sales, and Book Sales Integrations teams providing operational support to client and account integrations. In this role, you will be responsible for processing sales documentation, verifying the completeness of sales deals, and tracking incoming sales contracts. The ideal candidate has excellent analytical skills, strong attention to detail, and the ability to work effectively in a fast-paced environment.
Requirements
- 4+ years of industry experience
- 2+ years’ experience in customer service or operations
- Ability to prioritize and manage tasks
- Outstanding interpersonal skills with the ability to build and foster relationships
- Excellent verbal and written communication skills
- Strong problem solving skills with a keen attention to detail
- The ability to explain complex information clearly and simply
- Ability to maintain a positive attitude and perform under pressure in a fast-paced environment
Nice To Haves
- Bachelor’s Degree
- Experience with CRM applications such as Salesforce and SmartSheet preferred
- SIE and Series 7 preferred
Responsibilities
- Track and monitor incoming sales contracts, ensuring timely processing and adherence to established procedures
- Process sales documentation, including sales orders, contracts, and related documents, ensuring accuracy and completeness
- Complete forms, obtain client signatures, upload documents, and process requests
- Conduct analysis of sales data to identify any discrepancies or inconsistencies
- Collaborate with sales teams and other departments to resolve any discrepancies or issues with sales documentation
- Maintain organized and up-to-date sales documentation files and databases
- Assist in the development, implementation, and maintenance of standardized procedures
- Research complex issues and resolve inquiries in a timely matter
- Regularly exercise excellent business judgment
- Prepare reports and proposals as required
- Monitor team mailboxes and respond to client inquires
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
