Associate Service Consultant

LPL Financial

. Provide outstanding service through phone support with complex inheritance/divorce-related issues via an inbound call center environment .

Posted 5/15/2026full-timeTempe • Arizona, South Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $35 per hourWebsite

About the role

Key responsibilities & impact

Provide outstanding service through phone support with complex inheritance/divorce-related issues via an inbound call center environment
Create a reliable support system for our advisors so they can easily navigate through estate-related inquiries on behalf of their clients
Take ownership and following through with complex and escalated cases that result in follow-up calls and processing
Ensure that requirements are being accurately communicated and answering questions related to the inheritance process
Use decision making and communication 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 as it pertains to both death and divorce situations

Requirements

What you’ll need

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

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

estate administrationdivorce claims processingdocumentation reviewclient supportinbound call handlingcase managementfinancial services operationstrust agreementsQualified Domestic Relations Orderletters of testamentary

Soft Skills

communication skillsdecision makingempathyprofessionalismownershipproblem solvingcustomer serviceattention to detailsensitivityfollow-up

Certifications

SIESeries 7Series 63