Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? If so, LPL Financial is the place for you!
LPL Financial (NASDAQ: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.
Job Overview:
The Cash Management Estate Resolution Consultant supports our internal business partners and advisors with high priority service issues, manages escalated inquiries, and assists with knowledge sharing. This includes resolving escalations and complex scenarios from our clients regarding death-related inquiries while determining root causes and providing recommendations for process improvements. The Resolution Consultant will also be responsible for training, coaching, and guidance for our internal and external clients. Being strongly engaged, flexible, and adaptable to competing priorities will be key success factors for this position.
Responsibilities:
- Review, prepare, and process advisor/end death distribution claims and monitor each request for completion.
- Effectively manage and evaluate risk when reviewing death distributions to ensure policies and procedures are followed.
- Provide superior service and take ownership when handling incoming and outgoing calls related to complex death-related issues.
- Handle high-level/complex escalations by understanding the request, taking appropriate action, and providing rationale to resolve while keeping management informed.
- Assist in process improvement efforts to help identify new and better ways to do things.
- Proactively educate internal business partners and advisors on products and processes.
- Identify opportunities for process improvement and collaborate with the team on implementation.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement.
Requirements:
- One to two years of general brokerage industry knowledge experience.
- One to two years of customer service experience.
- Proficiency in Microsoft Office products.
Core Competencies:
- Excellent verbal and written skills.
- Excellent time-management skills.
- Attention to detail.
- Effective communication across departments.
Preferences:
- BETA Knowledge.
- Previous experience with trusts/estates.
- Bachelor’s Degree.
Pay Range: $20.48-$34.13/hour. Actual base salary varies based on factors including, but not limited to, relevant skills, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL's Total Rewards package is highly competitive, designed to support your success at work, at home, and at play.
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
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. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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