Associate Service Consultant
Core
Handle inbound and outbound calls from Financial Advisors and internal staff to resolve Overlay Service and Operations issues.
Role type
Associate Service Consultant (Call Center)
Builds
Operational support for LPL Financial's advisor network
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Customer service, problem-solving, communication, relationship management, multitasking, process guidance
Preferred skills
SIE license, Series 7 license
Technologies
LPL Financial systems (GWP, MWP, OMP, PWP, SMA)
Responsibilities
Handle 30-40 inbound calls daily, make outbound calls to resolve issues, explain Overlay Service products, process requests accurately, escalate issues when necessary
Seniority
Entry-level to Junior (1-2 years experience)