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Annuity Services Specialist — Client Support Expert

Job in Seattle, King County, Washington, 98127, USA
Listing for: Lpl Financial Holdings
Full Time position
Listed on 2026-09-09
Job specializations:
  • Customer Service/HelpDesk
    Banking & Finance
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 26697 - 40060 USD Yearly USD 26697.00 40060.00 YEAR
Job Description & How to Apply Below

LPL Financial Holdings is seeking an Annuity Associate Service Representative in Seattle to support Financial Professionals, their assistants and internal partners with annuity purchases via the Annuity Order Entry platform.

The role involves handling high call volumes, delivering excellent customer service, and maintaining deep product and process knowledge to resolve inquiries and escalations efficiently.

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