Senior Operations Specialist - Estate Team
LPL Financial(18 days ago)
About this role
The Estate Senior Operations Specialist at LPL Financial supports advisors in managing estate-related client accounts, focusing on death and divorce processes. The role involves handling operational inquiries, reviewing court documents, and assisting with account paperwork to ensure smooth client service and operational efficiency.
Required Skills
- Customer Service
- Account Management
- Operational Support
- Financial Documents
- Communication
- Problem Solving
- Teamwork
- Financial Industry Knowledge
- Microsoft Office
- Client Relations
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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