Associate Service Consultant- Alternative Investments

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 Alternative Investments Trading team is responsible for executing all Alternative Investment trades with operational excellence and continual risk-mitigation as we assist Advisors with entering trades, resolve difficult issues in a timely and well-communicated manner while working to prevent repeat scenarios, and partner across the firm to develop and implement more automated technology within this product space. This person will be willing and able to teach and learn from peers, take direction yet be a self-starter, and must display strong multi-tasking abilities. Responsibilities: Work in a call center environment, handling an average of 30 calls per day from Financial Advisors and their assistants, clients, sponsor companies and third-party callers Make outbound calls to assist Advisors and clients regarding purchase...