What are the responsibilities and job description for the Service consultant position at LPL Financial?
Job Overview :
As a Service Consultant on the AI Trading team, you will help lead a team of professionals as you master the daily review and processing of Alternative Investment transactions, working with product sponsors to onboard and maintain product availability and build strong expertise in AI trading platforms.
You will help support projects that range from team training, product expansion, and technology improvements.
Responsibilities :
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 are able to execute in a way that encourages creativity and continuous improvement.
Requirements :
Assist Management in leading a team of 12-14, taking on a key role in training and team development
Responsible for mastering various operational tasks related to the trading of Alternative Investments, complying with all procedures and performing risk control oversight
Handle escalated trade items with advisors, clients, and sponsors
Take lead on projects, working with other business units, sponsors, and their transfer agents
Oversee, manage, update and ensure compliance with Alternative Investment P&P’s (Policies and Procedures)
Maintain detailed knowledge of LPL processes and system platforms as they relate to Alternative Investments
Perform call and performance reviews for peers, providing them with coaching and constructive feedback
Core Competencies :
Bachelor’s degree or comparable industry work history
Customer service experience, 3 years
Advanced knowledge of Financial Services Industry and LPL Financial
Training experience 2 years
Proficient with all Microsoft Office Applications advanced knowledge of Excel (especially Macros)
Preferences : Series 7
Series 7
Pay Range :
$24.27-$40.44 / hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.
Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Your recruiter will be happy to discuss all that LPL has to offer!
Last updated : 2024-11-13
Salary : $24 - $40
