Transition Partner, Book Sales Integrations

LPL Financial•San Diego, CA

2d•$31 - $51

About The Position

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