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Sr Service Associate (Finanacial Planners Associate)
| Details |
Country: USA
Location: CA Fountain Valley
Total applied: 2
Relevant Work Experience: 1+ to 2 Years
Career Level: Experienced (Non-Manager)
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time
Job Shift: First Shift (Day)
Salary: From 28,000.00 to 40,000.00 USD per year
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Sr Service Associate (Finanacial Planners Associate)
Sr. Service Associate
Description:
Job Purpose:
Maintains customer relationship by responding to inquiries; documenting actions for multiple financial planners. KAMPS, Inc www.lpl.com/rod.kamps is a full Service Planning Firm offering Investments, Insurance, Tax Planning, Estate Planning, Retirement Planning, Loans, and Real Estate.
Duties:
* Prepares for customer inquiries by studying products, services, and customer service processes.
* Responds to customer inquiries by understanding inquiry; reviewing previous inquiries and responses; gathering and researching information; assembling and forwarding information; verifying customer's understanding of information and answer.
* Records customer inquiries by documenting inquiry and response in customers' accounts.
* Updates job knowledge by participating in educational opportunities.
* Accomplishes customer service and organization mission by completing related results as needed.
Skills/Qualifications:
Product Knowledge, Informing Others, Data Entry Skills, Organization, Analyzing Information, Verbal Communication, Reporting Skills, Managing Processes, Customer Focus, General Consulting Skills, Multi-tasking, excel, word, and basic contact manager skills.
***** Comprehensive training will be provided *******
Medical and 401k provided as well as education allowance and child care allowance.
We are part of the largest Independent financial planning firm in the Nation, Linsco/Private Ledger (LPL) www.lpl.com
Career growth available for high achiever.
Jesse.Cox@lpl.com or 714-962-8000
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