Associate Service Consultant - Annuities
LPL FinancialAbout the role
Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
Job Overview:
The Annuity Associate Service Representative supports our Financial Professionals, their assistants and internal business partners in the purchase of annuities via the Annuity Order Entry platform. This individual is part of a specialized service team supporting a high volume of calls per day.
Responsibilities:
Responsible for all functions of an Annuity Service Rep including providing exceptional customer service via incoming calls or responses to emails as it relates to Annuities.
Maintain detailed knowledge of LPL processes and system platform as they relate to Annuities.
Maintain detailed knowledge about Annuity Products supported by the Annuity Order Entry system and be able to explain the differences between the product features.
Collaborate with internal business partners to assist with resolving escalations, adapting to operational and compliance process changes.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.
Requirements:
3+ years of previous customer service experience
1+ years of financial services experience, investment services
Core Competencies:
Commit to owning the customer experience by driving satisfaction to high levels and adhering to our corporate values
Strong attention to details
Strong client focus
Ability to provide effective feedback
Strong work ethic
Excellent organizational skills
Excellent communication and listening skills
Preferences:
Licenses/Certifications: Series 99, Series 7
MS Office, BETA, ClientWorks, ServiceWorks, Nice, Documentum, Electronic Order Entry
Bachelor's degree
#LI-PA
Pay Range:
$20.48-$34.13/hourCompany Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity
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.
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