Estate & Divorce Services Associate

LPL Financial; Fort Mill (SC); On-site; USD 29,000 - 48,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an Associate Service Consultant for the Estate Team to serve as a subject‑matter expert for advisors, clients, and internal partners on inheritance and divorce workflows. You will assist with asset distributions, review legal documents, and maintain strong risk awareness while delivering top‑tier service.

The role emphasizes collaboration with the Cash Management Operations team, attention to detail, and the ability to navigate complex estate cases to support advisors

Qualifications

• 2+ years in brokerage/financial services client-facing or operations experience.
• MS Office experience (Access, Excel, PowerPoint, Outlook, Teams, Word)

Responsibilities

• Provide outstanding service via inbound calls resolving estate and divorce inquiries.
• Review and process documents to facilitate asset distribution to beneficiaries.
• Communicate requirements effectively to ensure regulatory and departmental standards are met.
• Handle escalated inquiries and coach advisors on inheritance processes.

Skills

Customer service

Phone support

Attention to detail

Strong communication

Education

Bachelor’s degree (business/accounting/finance)

SIE

Series 7

Series 63

Job description

LPL Financial is seeking an Associate Service Consultant for the Estate Team to serve as a subject‑matter expert for advisors, clients, and internal partners on inheritance and divorce workflows. You will assist with asset distributions, review legal documents, and maintain strong risk awareness while delivering top‑tier service.

The role emphasizes collaboration with the Cash Management Operations team, attention to detail, and the ability to navigate complex estate cases to support advisors