Customer Service Representative

*Description*
Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
The Associate Service Consultant - Annuities supports our Financial Professionals, their assistants and internal business partners in the purchase of annuities via the Annuity Order Entry platform. This individual is part of a specialized service team supporting a high volume of calls per day.
The Annuity Associate Service Representative provides exceptional support to Financial Advisors, their assistants, and internal business partners in the purchase of annuities through the Annuity Order Entry platform. This role is part of a specialized Customer Service Center team that supports an aggregate daily call volume of 500-600 inbound calls. Each representative handles approximately 40-50 inbound calls per day, following a structured schedule and adhering to Hours of Operation (HOO) expectations.
This position is 100% inbound call-focused, assisting Financial Advisors and their assistants with annuity-related inquiries, application processes, and corrections. Representatives answer questions regarding annuity products and policies, provide guidance on system navigation, and ensure accurate and timely resolution of issues. The role requires familiarity with standard concepts, practices, and procedures within the annuity industry, as well as strong problem-solving skills to identify, research, and resolve technical or process-related challenges.
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Key Responsibilities
*Handle inbound calls from Financial Advisors, their assistants, and internal service partners, delivering world-class customer service.
*Support annuity application processing and resolve issues related to annuity purchases or corrections.
*Provide clear, accurate information on annuity products, policies, and system functionality.
*Follow established schedules and adhere to Customer Service Center Hours of Operation.
*Escalate complex issues when necessary and collaborate with internal teams to ensure timely resolution.
*Maintain detailed documentation of interactions and resolutions in compliance with company standards.
*Responsible for all functions of an Annuity Service Rep including providing exceptional customer service via incoming calls or responses to emails as it relates to Annuities processing the purchase of annuities on the Annuity Order Entry platform.
*Maintain detailed knowledge of LPL processes and system platform as they relate to Annuities.
*Maintain detailed knowledge about Annuity Products supported by the Annuity Order Entry system and be able to explain the differences between the product features.
*Collaborate with internal business partners to assist with resolving escalations, adapting to operational and compliance process changes.
*Skills*
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.
Requirements:
*2+ years of previous customer service experience
*Positions are on-site and based in: Fort Mill, SC; Tempe, AZ; San Diego, CA


Core Competencies:
*Excellent customer service skills
*Strong written and verbal communication skills
*Strong problem solving and analytical skills
*Collaborates well with others
*Keen attention to detail
*Ability to perform under pressure to meet deadlines
*Bachelor's degree or equivalent preferred
*SIE is preferred
Preferences:
*Financial services experience, investment services
*Licenses/Certifications: SIE, Series 6 and/or Series 7
*MS Office, BETA, ClientWorks, ServiceWorks, Nice, Documentum, Electronic Order Entry
*Bachelor's degree
*Experience Level*
Entry Level
*Job Type & Location*This is a Contract to Hire position based out of San Diego, CA.
*Pay and Benefits*The pay range for this position is $24.13 - $24.13/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:

* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a hybrid position in San Diego,CA.
*Application Deadline*This position is anticipated to close on Aug 19, 2026.

About TEKsystems


We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services


We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

*San Francisco Fair Chance Ordinance:* Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

*Massachusetts Lie Detector:* It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Use of Artificial Intelligence (AI):* We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.