Sr Ops Specialist, New Accounts
LPL Financial(26 days ago)
About this role
The Senior Operations Specialist for New Accounts at LPL Financial is a senior-level operations role within the firm's operations team focused on new account lifecycle oversight and quality assurance. The position serves as a subject matter expert on operational policies and supports advisors and clients across the wealth management platform.
Required Skills
- New Accounts
- Compliance
- Client Service
- Quality Control
- Document Review
- Escalation Management
- Process Improvement
- Research
- Microsoft Visio
- Microsoft Word
+5 more
Qualifications
- Bachelor Degree (Preferred)
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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