Associate Service Professional - Retirement ServicesApply Job ID: R-016845 Date posted: 08/16/2021 Primary Location CA-San Diego
Our Associate Service Professional role in Retirement Services will provide superior customer service to financial advisors as the first point of contact for various retirement-related questions on IRAs and employer-sponsored plans. Joining our team as an Associate Service Professional will allow you the opportunity to explore and learn each function within the Service organization at LPL Financial. The back-office exposure to the financial services industry will allow you to gain an understanding of the impact the Service organization has on the overall success of the firm.
1. Provide superior customer service to financial advisors by handling inquiries via phone and email.
2. Understand LPL policies and procedures which apply to retirement accounts and convey them to advisors.
3. Educate advisors on Internal Revenue Service and Department of Labor rules which impact their retirement account clients.
4. Assume ownership of complex situations, set proper expectations with our advisors, and see them through to a timely resolution.
5. Answer 40 - 60 incoming calls per day from advisors, office support staff, end clients, and other members of LPL.
6. Provide feedback and ideas to your leadership team which will help improve processes that benefit our advisors and end clients.
•Bachelor's degree in a related field
•1-2 years of previous customer service experience
•1-2 years of financial services experience preferred
•Strong MS Office skills, Beta experience is a plus
•Looking for individuals who have excellent verbal and written communication skills, strong problem solving ability, extremely organized and able to multi-task efficiently.
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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Join the LPL team and help us make 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 an @lplfinancial.com email 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 (800) 877-7210.