Assist in onboarding and training of new advisors & their staff on LPL systems and processes.
General problem resolution, providing assistance or instruction with navigating systems & performing various types of requests. Follow up with sending corresponding How to Guide.
Educate advisors and staff on account services, capabilities, and new technology.
Actively contribute to the development of the Advisors CSA/team by sharing best practices.
Assist with Advisor escalations that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits), working closely with the Service Pods and Operations Manager for resolution.
Conduct proactive outreach to advisors and teams on time sensitive activities (e.g., trade notifications)
Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met.
What are we looking for?
Requirements
2+ years' experience in a customer focused role, with excellent verbal, and written communication skills and the ability to explain complex information clearly and simply.
2+ years' experience managing multiple projects concurrently independently and efficiently in a fast-paced environment.
2+ years' experience using Microsoft Word, Excel, PowerPoint and CRM applications.
Core Competencies :
Organized with strong attention to detail and problem-solving abilities.
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners.
Strong analytical skills and ability to research information.
Demonstrates drive, initiative, and motivation.
Able to utilize internal resources, training & self-service options that are available.
Preferences :
Bachelor's degree; preferably in Business, Accounting or Finance
Experience working with Financial Advisors, Branch and Home Office support teams
2-3 years brokerage/financial services industry
Series 7 & 66 or equivalent 63 & 65 licenses.
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Pay Range:
$23.51-$39.18/hour
Company Overview:
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they h
Benefits
Health insurance401(k)Equity / stock options
Additional Information
**This is 4 days in the Southfield and Troy offices Role**
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 primary role of the Large Enterprise Service Associate is to provide administrative support to advisors affiliated with a dedicated group. The Service Associate will be primary point of contact for advisors and their staff to help provide unparalleled service experience. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.
Lplfinancial · Southfield MI - Field Mgmt