Senior Operations Specialist - Estate Team
LPL Financial(20 days ago)
About this role
The Estate Senior Operations Specialist on the LPL Wealth Advisors Group supports LPL corporate-based desk advisors by managing operational aspects of accounts transitioning from independent advisors. The role focuses on estate-related account administration (including death and divorce processes), delivering high-touch client service, and coordinating with internal teams to ensure accurate account setup and transfers.
Required Skills
- Client Service
- Account Maintenance
- Call Center
- Documentation
- Court Documents
- Communication
- Problem Solving
- Microsoft Office
- Salesforce
- Relationship Management
+3 more
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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