Brokerage Operations – Associate Pod Analyst, Account Transfers
LPL Financial(11 days ago)
About this role
An Associate Account Transfers Pod Analyst at LPL Financial supports the transfer of client assets by initiating, researching, and reconciling asset transfer requests, while helping to improve transfer processes through continuous improvement strategies. The role involves working closely with financial advisors and internal teams to ensure efficient and accurate asset movements, supporting the company's client service and operational excellence.
Required Skills
- ACATs
- Non-ACATs
- Lean Management
- Reconciliation
- Brokerage Platforms
- Account Transfers
- Client Service
- Process Improvement
- Data Analysis
- Financial Industry
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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