Brokerage Operations – Associate Pod Analyst, Account Transfers

LPL Financial(11 days ago)

Fort Mill, SC, Charlotte, NCOnsiteFull TimeSenior$46,420 - $77,380Account Transfers

About this role

The role of Associate Account Transfers Pod Analyst at LPL Financial involves assisting with the transfer of assets into and out of client accounts, ensuring accurate and efficient processing. The position supports financial advisors by handling detailed transfer requests, researching outstanding issues, and contributing to process improvements using lean management strategies. It is a key support role in an organization that values teamwork, continuous improvement, and client service.

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Required Skills

ACATs
Non-AcATs
Lean Management
Asset Transfers
Reconciliation
Client Service
Financial Industry
Process Improvement
SIX Sigma
Brokerage Platforms

About LPL Financial

lpl.com

A 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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