LPL Financial · 7 hours ago
Associate Service Consultant
Fort Mill, SC
Full-time
Onsite
Entry Level
$21.10/hr - $35.16/hr
2+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The Associate Service Consultant-Estate Team serves as a subject matter expert on inheritance and divorce processes, assisting clients with the distribution of assets and providing exceptional support in a call center environment.
FinanceFinancial Services
Responsibilities
Provide outstanding service through phone support with complex inheritance/divorce-related issues via an inbound call center environment, by taking ownership of each inquiry as the main point of contact and providing “First Call Resolution” when possible
Create a reliable support system for our advisors so they can easily navigate through estate-related inquiries on behalf of their clients and ultimately grow and strengthen their practice
Take ownership and following through with complex and escalated cases that result in follow-up calls and processing
Ensure that requirements are being accurately communicated and answering questions related to the inheritance process
Use decision making and communication skills to process estate and divorce claims through to completion; this includes reviewing paperwork to ensure that documents comply with regulatory requirements and department standards for distribution, processing paperwork received accurately in order to mitigate risk to the firm
Communicate in an empathetic and professional manner due to the sensitive nature of Estate and Divorce situations
Review documentation such as letters of testamentary, trust agreements, Qualified Domestic Relations Order, divorce decrees, and other estate-related paperwork as it pertains to both death and divorce situations
Qualification
Required
2+ years in brokerage/financial services client-facing or operations experience
MS Office experience
Excellent verbal, listening, and written skills
Phone communication skills
Extremely organized
Adaptive and flexible
Ability to multi-task in a fast-paced environment
Preferred
Bachelor's degree; preferably in business, accounting, or finance
Previous experience with trust/estate or legal administration
SIE, 7 & 63, preferred
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-12
Investment News
2026-01-11
2026-01-09
Company data provided by crunchbase