Annuity Operations Specialist
LPL Financial-San Diego, CA, 92108, USA
Annuity Operations Specialist Req #: 2321031-6666 Location: US-CA-San Diego Apply for this job: To apply for this job: * Applyonline More information about this job: Responsibilities: Position 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 f...