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Associate Service Consultant at LPL Financial - ApplyBlast

Associate Service Consultant

LPL Financial

3 months ago

3.5 on Glassdoor

Charlotte, North Carolina

Onsite

Full Time

Senior

0 applicants

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About this role

The Associate Service Consultant-Estate Team serves as a subject matter expert for advisors and clients regarding inheritance and divorce processes, assisting with asset distribution to beneficiaries. Responsibilities include handling inbound calls, reviewing complex legal documentation, processing paperwork, and providing coaching to advisors on navigating estate-related inquiries. The role requires strong attention to detail, risk mitigation, and empathetic communication within a fast-paced call center environment.

Responsibilities

Handle inbound calls regarding complex inheritance and divorce inquiries
Review and process legal documentation for asset distribution
Mitigate risks by ensuring compliance with regulatory requirements
Coach advisors on navigating estate-related processes
Provide feedback to drive process improvements within the team

Skills

Qualifications

Bachelor's degree in business, accounting, or financeSIE LicenseSeries 7 LicenseSeries 63 License

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.