Associate Service Consultant
$43,888–$73,133 year
On-siteTempe, Arizona, United States or Fort Mill, South Carolina, United States
EXPIREDTempe, Arizona, United States or Fort Mill, South Carolina, United StatesOn-siteFull Time$43,888–$73,133 yearEntry LevelLarge
Full TimeEntry LevelLarge
Job Summary
Take inbound calls from advisors, clients, and internal partners to resolve estate and divorce inquiries related to LPL accounts. Review and process submitted documents, including letters of testamentary and divorce decrees, to facilitate asset distribution while mitigating regulatory risks. Handle escalated cases, communicate requirements clearly, and coach advisors on navigating inheritance complexities. Maintain "First Call Resolution" standards and provide feedback on process improvements.
Required Qualifications
- 2+ years in brokerage/financial services client-facing or operations experience
- MS Office experience (Access, Excel, PowerPoint, Outlook, Teams, Word)
- Must have excellent verbal, listening, and written skills
- Excellent phone communication skills
- Extremely organized
- Adaptive and flexible
- Ability to multi-task in a fast-paced environment
- Bachelor's degree
- SIE, Series 7 & 63
Desired Qualifications
- Previous experience with trust/estate or legal administration (Beneficiary claims, retirement accounts, etc)
- Experience in high call volume environments and experience with increased volumes during peak season
- Experience de-escalating calls and providing solutions to external clients
- Experience with enforcing policies and procedures
- preferably in business, accounting, or finance
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