LPL Financial

Senior Operations Specialist

LPL Financial

2 months ago
Fort Mill, SC
Onsite
Full Time
Junior
0 applicants
LPL Financial
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About this role

The Operations Specialist at LPL Financial works within the Wealth Advisors Group, providing operational support to corporate-based advisors by managing account inquiries and facilitating various account-related activities. This role emphasizes client service and collaboration, contributing to the success of financial advisors and their clients.

Skills

Qualifications

Bachelor’s Degree
LPL Financial

About LPL Financial

lpl.com

Industries

Finance

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.

About LPL Financial

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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