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Securities Services Repr., Advisory

Lincoln Financial Group Philadelphia, PA
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Job Description


Alternate Locations: Fort Wayne, IN (Indiana); Philadelphia, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #55177

About The Company

Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015.

The Role

 

As an Advisory, Securities Services Center Representative in Lincoln Financial Advisory Service Center, you will be providing customer service to incoming callers (planners and clients) regarding advisory accounts.  You will educate and train registered representatives and their clients, build partnerships between internal departments, and provide detailed client  information about advisory accounts.

 

Responsibilities

 

Strategy

  • Maintains a broad knowledge base of the securities industry and technology systems
  • Utilize risk management procedures to quickly assess and take action to minimize customer and firm risk

 

Communication

  • Provide assistance to both planners and clients related to LFA policies, products, and procedures of trading, new business, cashiering, transfer of assets, and asset management programs
  • Educate and train registered representatives and their clients by understanding their needs and providing alternative solutions

 

Issue Resolution

  • Investigate, research, and correct issues relating to erroneous processing requests, compliance violations, system errors, client account statements, and tax issues

 

Education

  • Undergraduate degree or 3+ years’ work experience that directly aligns with the specific responsibilities for this position
  • FINRA Series 7 preferred

 

Experience

  • 1-3 years’ experience in the financial services industry that directly aligns with the specific responsibilities desirable
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Demonstrates strong written and verbal communication skills.
  • Ability to read, analyze and interpret internal documents such as policy and procedures and standard operating procedures.
  • Define problems, collect data, establish facts and draw valid conclusions.
  • Demonstrates ability to evaluate information and the implications of a course of action or solution.
  • Ability to work with others in a team environment.
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Successfully completes regulatory and job training requirements.
  • Demonstrates ability to work in a fast-paced environment.
  • Demonstrates strong organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.#LI-AY1

 


This position may be subject to Lincolns Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.













Job Details

Date Posted November 6, 2018
Date Closes December 6, 2018
Requisition 55177-en_US
Located In Philadelphia, PA
Department Customer Service
SOC Category 00-0000.00
Location