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Posted: Sunday, January 21, 2018 6:21 AM


Alternate Locations: Fort Wayne, IN (Indiana); Philadelphia, PA (Pennsylvania)
Relocation assistance is not available for this opportunity.
Requisition 43241
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 a Securities Services Representativein 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 clientinformation about advisory accounts. Also, you will provide workflow related services and expertise relating to new accounts, cashiering, and account maintenance.
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
:Administers all business in accordance with FINRA, SEC, MSRB and OCC regulations while adhering to policies and procedures
Communication
:Provide assistance to both planners and clients related to LFN 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
:Processes account paperwork accurately and according to service expectations
Education
:Undergraduate degree or 3+ years' work experience that directly aligns with the specific responsibilities for this position
:FINRA Series 7 preferred
Experience
:1:3years' 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 independently and 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.
This position may be subject to Lincoln's 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 Lincoln's current or future business interests, misrepresenta

Source: https://www.tiptopjob.com/jobs/77194774_job.asp?source=backpage


• Location: South Jersey

• Post ID: 52851217 southjersey
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