Senior Operations Specialist
LPL Financial(1 month ago)
About this role
An Operations Specialist within Wealth Advisor Group at LPL Financial provides operational and client-facing support to corporate advisors to help ensure smooth account servicing and positive client experiences. The role focuses on enabling advisor practices, maintaining professional service standards, and supporting business retention and growth through relationship management.
Required Skills
- Client Service
- Account Operations
- Money Movement
- Account Transfers
- Communication
- Problem Solving
- Compliance
- Documentation
- Relationship Building
Qualifications
- Bachelor's Degree
- SIE
- Series 7
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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