Associate, Client Services Support

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Alternate Locations: Philadelphia, PA (Pennsylvania); Radnor, PA (Pennsylvania)

Work Arrangement:In Office

Relocation assistanceis not available for this opportunity.

Level:P1

Requisition #:67242

About The Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.Please contact Lincoln's fraud team atfraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

General Purpose of Job

We are looking for a Client Service Support Associate to support the Cherry Hill Regional Planning Office. This position will provide high-level service to internal and external customers while assisting the manager with the day to day operations. This position will perform and deliver on routine and non-routine assignments for his/her assigned area(s) of responsibility independently and in accordance with established procedures/guidelines. This person will work in a fast-paced environment that will support operations in multiple locations, products, and administrative systems.

Duties and Responsibilities

Administers all business in accordance with FINRA, SEC, MSRB and OCC regulations while adhering to company and site policies and procedures.

Compiles and reports metrics on a daily, weekly and monthly basis & reviews with management to analyze, trend and communicate metrics.

Identifies the need for workload adjustments and works with management to balance incoming work, ensuring completion within established department service standards.

Keeps current and up-to-date on department procedures, systems and guidelines; must maintain knowledge of all workflows, products and functions; educates internal and external customers when appropriate.

Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility.

Participates in unit and departmental meetings, training sessions, and broker/dealer development forums.

Performs and delivers on routine assignments/projects for their assigned area(s) of responsibility.

Provides extra relationship support to internal and external business partners through prioritization of issues and active communication.

Serves as a department representative on routine and non-routine projects and committees.

Serves as teams primary contact for routine and more non-routine escalated issues.

Shares technical knowledge and provides training to team members as needed.

Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

Supports processing queues when needed.

Works to mitigate risk by enforcing the policies and procedures as defined in the Compliance & Supervisory Procedures Manual.

Works with appropriate departments on resolving escalated issues posed by team members, management and customers.

Additional Position Responsibilities

Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.

Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes

Performs other duties as required.

Remains current in profession and industry trends.

Other Skills and Abilities

Ability to perform under stress in cases of emergency, critical or hazardous situations.

Ability to work with others in a team environment.

Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).

Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Demonstrates strong interpersonal skills with a collaborative style.

Demonstrates the ability to use sound judgment and discretion regarding confidential information.

Finds common ground and can gain collaboration among management, colleagues and peers.

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Successfully completes regulatory and job training requirements.

Education

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required

Experience

3 - 5+ Years financial industry or operations experience. (Required )

Work Arrangement:

In Office:Employees will work in a Lincoln office in a designated workspace. Remote flexibility is considered/granted by managers on an ad-hoc basis, for special circumstances.

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, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

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