Associate Service Consultant-Sto

Lpl Financial Services San Diego , CA 92140

Posted 2 months ago

Curious about the role of an Associate Service Consultant?

Do you have a passion for a "Customer-Centric" approach? If you answered yes, integrity is in your nature. That means you sincerely care that customers get exactly the quality and services they need to embrace today and confidently pursue tomorrow.

Would you enjoy working in a fast-paced environment and have a desire to help customers by making it easy to do business with us., if so, this is your opportunity to be part of a great team.

Job Overview:

At LPL Financial, we care about our advisors! An Associate Service Consultant with the Alternative Investments Trade team will support the purchase and sales of alternative investments in a call center environment with 14-16 representatives who support aggregate daily call volumes of 225-275 inbound calls per day from Financial Professionals, assistants, internal and external business partners, and clients. We are passionate about our advisors and work to please them in every interaction.

What will you do?

  • Provide exceptional customer service to Financial Advisors, their assistants, and LPL internal business partners as it relates to annuity purchases and operations.

  • Maintain detailed knowledge of LPL processes and system platforms as they relate to Alternative Investments.

  • Responsible for identifying, reporting, tracking, and assisting with system and operational issues.

  • Maintain detailed knowledge of the inner workings of Alternative Investments Platforms and their relation to LPL back-office applications.

  • Must understand alternative investment products, risks, and differences between alternative investment product features and be able to explain the regulatory requirements and LPL policies that govern the sale of Alternative Investments.

  • Maintain high-level knowledge of regulatory requirements surrounding the annuity industry. Annuity Specialist must understand and be able to explain the regulatory requirements and LPL policies that govern the sale of annuities.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement.

What skills, experiences, and education are required?

  • Bachelor's Degree required

  • 1-2 years of experience required (customer service w/in the financial services or insurance industry)

  • MS Office experience required, BETA experience preferred

  • Must have proficient typing skills

  • Strong customer focus, excellent verbal and written communication skills, a strong work ethic, and extremely organized

Why LPL?

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.

Want to hear from our employees on what it's like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

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 @lpl.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.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Retail Customer Service Associate

Fedex Cross Border

Posted 1 week ago

VIEW JOBS 11/20/2020 12:00:00 AM 2021-02-18T00:00 Job Number: 1964533BR Employment Type: Regular Full-Time Job Category: Retail Shift: Any Region: 039 : Southern California Address Line 1: 4425 Convoy St Ste 200B City: San Diego State: California Zip Code: 92111 Career Preview To learn more about working at our FedEx Office Stores, follow the link below for an inside look at a career with us. FedEx Office Career Preview Position Summary At FedEx Office, team members with a passion for delivering the best customer service, who are confident and knowledgeable, make all the difference. Apply today to bring your friendly face and positive attitude to support our customers in a retail location. You can make a positive impact in the lives of our customers each and every day! The Good Stuff * Variety! Connect with our valued and diverse customers to provide custom solutions. * Get creative! Collaborate with customers to build top notch and complex projects. * Never a dull moment! Fast-paced and exciting environment. * Professionalism! Refine your skills and add value to your talents. * Opportunities! At FedEx Office it is not just a stable job, but the opportunity to build a career. * Comprehensive and competitive benefits. About FedEx Office At FedEx Office, we help transform ideas from digital to physical by enabling customers to print and ship what, when and where they want, with the peace of mind expected of FedEx. FedEx Office is an equal opportunity employer. FedEx Office will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance. General Duties and Responsibilities (This is a representative list of the general duties the position may be asked to perform, and is not intended to be all-inclusive) People * Follows instructions of supervisors and assists other team members in performing store functions * Assists in the training of store team members Service * Demonstrates consultative behaviors in a retail environment to understand each customer's individualized need * Provides customer expertise in printing, signs and graphics and shipping product lines and can recommend appropriate FedEx Office products and services * Provides an outstanding customer service experience by using consultative skills to anticipate customer needs, suggest alternatives, and find solutions to meet customer needs * Ensures all customer problems are resolved quickly and to the satisfaction of the customer * Takes complex customer orders using order systems and provides accurate pricing information * Assembles parcels and prepares goods for shipping by wrapping items in insulation, inserting items into shipping containers, weighing packages, and affixing labels to parcels * Sets up and operates printing, binding, and other related equipment using customer supplied original media and documents * Maintains a safe, clean and orderly retail Store Profit * Ensures confidentiality of customer data and careful handling of documents, media, and packages * Processes financial transactions using a Point of Sale terminal (POS),including handling cash and making change * Cleans, repairs, and stocks all retail store printing and shipping equipment and supplies to provide optimal performance and availability * Stays current on retail Store merchandising materials and ensures proper display of all retail area product and signage * Takes preemptive action to prevent errors and waste * Completes required financial paperwork and may assist with financial reporting including daily sales, close-outs and bank deposits * Follows FedEx Office standard operating procedures as well as adhering to legal, HR, safety , customer service and security policies and procedures Self Management * Performs multiple tasks at the same time * Looks for opportunities to improve knowledge and skills within the retail Store * Able to operate with minimal supervision * Adheres to all FedEx Office team member and retail store standards, as outlined in the team member handbook * All other duties as needed or required Minimum Qualifications and Requirements * High school diploma or equivalent education * 6+ months of specialized experience * Excellent verbal and written communication skills * For new hires, must meet all FedEx Office employment qualifications in force at time of hiring * For current FedEx Office team members, must meet hiring criteria for the position and transfer requirements as outlined in the Team Member Handbook Essential Functions ESSENTIAL FUNCTIONS: * Ability to stand during entire shift, excluding meal and rest periods * Ability to move and lift 55 pounds * Ability, on a consistent basis, to bend/twist at the waist and knees * Ability, on a consistent basis, to communicate effectively with customers, vendors, and other team members * Ability, on a consistent basis, to perform work activities requiring cooperation and instruction * Ability, on a consistent basis, to function in a fast-paced environment, under substantial pressure * Ability, on a consistent basis, to maintain attention and concentration for extended periods of time * Ability, on a consistent basis, to work with minimal supervision * Ability, on a consistent basis, to report regularly to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting could include regular attendance at a physical location and/or maintaining established business hours depending on the scope and nature of the position Quality Driven Management (QDM) (Quality Driven Management strives to deliver market-leading customer experience, business excellence, and financial return through a Quality-oriented culture and day-to-day application of Quality science.) * Suggests areas for improvement in internal processes along with possible solutions * Works with management to reduce company costs/wastes, and to optimize profitability in areas of responsibility * Applies Quality concepts presented at training during daily activities * Supports FedEx Office Quality initiatives EEO Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. FedEx Office will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the San Francisco Fair Chance Ordinance, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and the New York City Fair Chance Act. FedEx Office encourages all qualified applicants, including those with criminal histories, to apply for any open position. America's military veterans and individuals with disabilities are strongly encouraged to apply. If you have a disability and you need assistance in order to apply for a position with FedEx Office, please email us at HR.BrassRingHelp@fedex.com. Fedex Cross Border San Diego CA

Associate Service Consultant-Sto

Lpl Financial Services