Annuity Services Specialist — Client Support Expert

Lpl Financial Holdings; Seattle (WA); On-site; USD 26,697 - 40,060; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings is seeking an Annuity Associate Service Representative in Seattle to support Financial Professionals, their assistants and internal partners with annuity purchases via the Annuity Order Entry platform.

The role involves handling high call volumes, delivering excellent customer service, and maintaining deep product and process knowledge to resolve inquiries and escalations efficiently.

Qualifications

• 2+ years of customer service experience.
• Series 99 and Series 7 licenses are preferred.
• Knowledge of annuity products and processes.

Responsibilities

• Provide exceptional customer service via incoming calls or responses to emails related to annuities.
• Maintain detailed knowledge of LPL processes and system platform as they relate to annuities.
• Maintain detailed knowledge about annuity products supported by the Annuity Order Entry system and explain the differences between product features.
• Collaborate with internal business partners to assist with resolving escalations and adapt to operational and compliance process changes.

Skills

Customer service

Attention to detail

Communication

Organizational skills

Listening skills

Education

Series 99 license

Series 7 license

Job description

LPL Financial Holdings is seeking an Annuity Associate Service Representative in Seattle to support Financial Professionals, their assistants and internal partners with annuity purchases via the Annuity Order Entry platform.

The role involves handling high call volumes, delivering excellent customer service, and maintaining deep product and process knowledge to resolve inquiries and escalations efficiently.