Estate & Inheritance Services Consultant for Advisors

LPL Financial; Tempe (AZ); On-site; USD 29,000 - 48,000; Full time

Job summary

LPL Financial is seeking an Associate Service Consultant-Estate Team to assist advisors, clients, and partners with inheritance and divorce asset distributions. You will handle complex calls, process documents, and mitigate risk while ensuring accurate communications and service excellence.

The role emphasizes attention to detail, regulatory compliance, and teamwork within Cash Management Operations. Strong customer focus and ability to navigate sensitive estates are essential.

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 phone for inheritance/divorce issues in inbound call center
• Own and escalate complex cases; communicate requirements clearly
• Review paperwork for regulatory compliance and distribution standards
• Communicate empathetically in sensitive estate/divorce contexts
• Review documents such as testamentary letters and divorce decrees
• Promote new processes and controls; contribute to team improvements
• Collaborate with colleagues to achieve department goals

Skills

Customer service

Communication

Organizational skills

Multitasking

Education

Bachelor's degree in business/finance

Tools

MS Office

Job description

LPL Financial is seeking an Associate Service Consultant-Estate Team to assist advisors, clients, and partners with inheritance and divorce asset distributions. You will handle complex calls, process documents, and mitigate risk while ensuring accurate communications and service excellence.

The role emphasizes attention to detail, regulatory compliance, and teamwork within Cash Management Operations. Strong customer focus and ability to navigate sensitive estates are essential.