Associate Service Consultant

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

Annuity Associate Service Representative

Job Overview

The Annuity Associate Service Representative supports our Financial Professionals, their assistants and internal business partners in the purchase of annuities via the Annuity Order Entry platform. This individual is part of a specialized service team supporting a high volume of calls per day.

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.

Requirements

• 2+ years of previous customer service experience.

Core Competencies

• Commit to owning the customer experience by driving satisfaction to high levels and adhering to corporate values.
• Strong attention to detail.
• Strong client focus and work ethic.
• Ability to provide effective feedback.
• Excellent organizational, communication, and listening skills.

Preferences

• Financial services experience, investment services.

Licenses / Certifications

• Series 99, Series 7.

Pay Range & Benefits

$19.38–$29.08 per hour. Actual base salary varies based on factors such as relevant skill, prior experience, education, internal peers, performance, and geographic location.

LPL offers a comprehensive rewards package including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

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. If you have questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].

Principals only. EOE.