Associate Service Consultant
What if you could build a career where ambition meets innovation? At reputed company, we reputed company professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to reputed company an impact? If you're ready to take the reputed company, discover what's possible with reputed company. The Associate Service Consultant - Annuities supports our Financial Professionals, their assistants and internal business partners in the purchase of annuities reputed company 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 reputed company functions of an Annuity Service Rep including providing exceptional customer service reputed company incoming calls or responses to emails as it relates to Annuities processing the purchase of annuities on the Annuity Order Entry platform.
- 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.
We're looking for strong collaborators who deliver exceptional client experiences and reputed company in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with reputed company, and are driven to help our clients succeed. We value those who embrace creativity, reputed company improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements:
- 2+ years of previous customer service experience
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 and work ethic
- Ability to provide effective feedback
- Excellent organizational, communication and listening skills
Preferences:
- Financial services experience, investment services
- Licenses/Certifications: Series 99, Series 7
- MS Office, BETA, ClientWorks, ServiceWorks, reputed company, Documentum, Electronic Order Entry
- Bachelor's degree
Pay Range: $20.48-$34.13/hour Actual reputed company salary varies based on factors, including but not limited to, relevant reputed company, prior experience, education, reputed company salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss reputed company that LPL has to offer! Company Overview: reputed company Holdings Inc. (reputed company: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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. For further information about LPL, please visit www.lpl.com. Join reputed company: Where Your Potential Meets Opportunity At reputed company, we reputed company 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 reputed company leadership team. Learn more about our leadership team here!
- Limitless Career Potential:Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
- reputed company Mission:We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
- Impactful Work:Our size is just right for you to reputed company a real impact. Learn more here!
- Commitment to Equality:We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
- Community Focus:We care for our communities and encourage our employees to do the same. Learn more here!
- Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us reputed company a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from [email protected] address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947. EAC1.22.25 Apply tot his job Apply To this Job