Brokerage Operations – Senior Account Transfers Specialist

LPL Financial(1 month ago)

Charlotte, NC, Fort Mill, SCOnsiteFull TimeSenior$40,880 - $68,220Account Transfers

About this role

As a Senior Account Transfers Specialist at LPL Financial, you will facilitate the movement of cash and securities into and out of client accounts, supporting advisors in executing financial plans effectively. The role involves initiating and researching asset transfer requests while contributing to process improvements and operational efficiencies in a fast-paced environment.

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Required Skills

Asset Transfers
Process Improvement
Client Communication
Financial Compliance

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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