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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client servicing needs, including account maintenance and compliance with regulatory requirements. Proficient in utilizing Salesforce and ClientWorks systems to enhance client interactions and support financial services operations.
Highest-signal resume keywords
Active FINRA Series 7 RegistrationActive FINRA Series 66 RegistrationResident State Life and Variable Insurance LicensesExperience with SalesforceProven Customer Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Application PreparationClient Record MaintenanceAccount Data GatheringService Request ExecutionResearch and Analytical Capabilities
Soft Skills
Excellent Interpersonal SkillsStrong Communication Skills
Tools & Technologies
SalesforceClientWorks
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life and Variable Insurance Licenses
Industry Keywords
Financial ServicesInvestment ProductsClient ServicingComplianceSales Success
About the role
Key responsibilities & impact- Prepare, review, and submit new business applications for insurance, advisory, and investment products
- Ensure applications are complete, accurate, and in good order before submission
- Track case status and follow up with underwriting and operations to resolve outstanding requirements
- Provide timely updates to advisors throughout the submission lifecycle
- Serve as a primary contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries
- Execute service requests according to firm policies, regulatory requirements, and service-level expectations
- Maintain accurate client records in firm systems
- Support client review preparation by gathering account data and preparing meeting materials
- Conduct inbound and outbound client calls for service needs, appointment confirmations, and follow-up
- Identify new opportunities in partnership with clients
- Coordinate and schedule client meetings, annual reviews, and advisor follow-ups
- Prepare meeting agendas, documentation, and post-meeting action items
- Partner with assigned advisors to understand their practice needs and preferences
- Manage task queues and workflows for timely completion of activities
- Collaborate with Operations, Compliance, Underwriting, and Service Centers
- Support audit readiness and comply with supervision and documentation standards
Requirements
What you’ll need- Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services
- Active FINRA Series 7 registration
- Active FINRA Series 66 registration (or equivalent Series 63 and 65) within 60 days of hire
- Resident State Life and Variable Insurance Licenses within 30 days of hire
- 2+ years experience of success in sales or financial services industry
- Thorough knowledge of proprietary, non-proprietary, and investment products offered through LPL
- Experience with Salesforce and ClientWorks systems
- Proven experience building and managing customer relationships
- Strong research and analytical capabilities
- Excellent interpersonal and communication skills
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off
- Flexible work schedule
- Professional growth and internal mobility
- Comprehensive compensation and benefits
- Flexibility
- Culture of collaboration and teamwork