Senior Operations Specialist
LPL Financial(19 days ago)
About this role
The Operations Specialist at LPL Financial supports advisors and clients by handling account operations, resolving inquiries, and facilitating financial transactions. The role emphasizes delivering professional and high-touch service in a dynamic, client-focused environment.
Required Skills
- Customer Service
- Account Management
- Financial Transactions
- Communication
- Problem Solving
- Client Relations
- Account Transfers
- Financial Industry Policies
- Documentation
- Teamwork
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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