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Annuity Operations SpecialistLpl Financial Services - San Diego, CAPosition includes handling annuity order maintenance requests and general back office processing, such as rep to rep changes and networking requests. * Siebel processing direct business networking requests. * Functions include receiving, closing and following up on Siebel requests. Requests will require an email to be sent to the annuity carrier to network the LPL account number to the annuity contract and following up on LPLs BranchNet system to ensure the position is networked. * Rep to Rep Changes Responsible for processing rep to rep change requests for LPL advisors needing to update the rep of record on the clients annuity policy. * Minimum Education Required: Bachelors Degree * Minimum Experience Required: 1 year experience in customer service and/or financial... See job listing >30+ days ago from LPL Financial Services - Save - Block - Flag - More Tools...
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Lpl Financial Services
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Headquarters:
43916 Larino Ct
Temecula, CA 92592
Phone: 951-296-0717
- Line of Business: Investments & Financial Planning
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Key Numbers:
Company Type Private Company Revenue Less than $5M Company Size 10 - 100 employees -
Job Location:
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