Associate Service Consultant
LPL Financial
full-time
Posted on:
Location Type: Office
Location: Fort Mill • South Carolina • United States
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Salary
💰 $21 - $35 per hour
About the role
- Provide outstanding service through phone support with complex inheritance/divorce-related issues via an inbound call center environment
- Create a reliable support system for advisors so they can easily navigate through estate-related inquiries
- Take ownership and follow through with complex and escalated cases
- Ensure that requirements are being accurately communicated and answer questions related to the inheritance process
- Use decision-making skills to process estate and divorce claims through to completion
- Communicate in an empathetic and professional manner due to the sensitive nature of Estate and Divorce situations
- Review documentation such as letters of testamentary, trust agreements, Qualified Domestic Relations Order, divorce decrees, and other estate-related paperwork
Requirements
- 2+ years in brokerage/financial services client-facing or operations experience
- MS Office experience
- Bachelor’s degree; preferably in business, accounting, or finance
- Previous experience with trust/estate or legal administration
- SIE, 7 & 63, preferred
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
estate claims processingdivorce claims processingdocumentation reviewlegal administrationtrust agreementsQualified Domestic Relations Orderletters of testamentary
Soft skills
decision-makingcommunicationempathyownershipproblem-solving
Certifications
SIESeries 7Series 63