Associate Service Consultant

Job description

Where Ambition Meets Innovation 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 Associate Service Consultant-Estate Team serves as a subject matter expert for advisors, clients, and internal business partners on the inheritance and divorce process, assisting our clients with the distribution of assets to beneficiaries who are inheriting an account from an LPL client. Responsibilities: Provide outstanding service through phone support with complex inheritance/divorce-related issues via an inbound call center environment, by taking ownership of each inquiry as the main point of contact and providing “First Call Resolution” when possible. Create a reliable support system for our advisors so they can easily navigate through estate-related inquiries on behalf of their clients and ultimately grow and strengthen their practice. Take ownership and following through with complex and escalated cases that resu...