Advisor Cash Management Specialist

LPL Financial; Fort Mill (SC); On-site; USD 29,000 - 48,000; Full time

Job summary

LPL Financial is seeking a Cash Management Associate Service Professional in Operations to support advisors with cash management requests via inbound and outbound calls, resolving documentation issues and improving processes for faster resolution.

The role emphasizes accurate information delivery, handling complex calls, and cross‑functional collaboration to keep accounts in good order and enhance client experiences.

Qualifications

• 2+ years in brokerage/financial services required.
• 2–3 years of professional work experience; customer-facing experience is a plus.
• Strong written and verbal communication skills.

Responsibilities

• Handle inbound/outbound calls with financial advisors to guide cash management requests.
• Resolve issues related to incomplete/incorrect documentation and information.
• Educate advisors for future requests and ensure accounts are in good order.
• Collaborate with internal teams to resolve NIGO issues and support production goals.
• Contribute to process improvements and participate in departmental meetings.

Skills

Brokerage/financial services exp

Customer facing exp

Written and verbal communication

Education

Bachelor’s degree or equivalent experience

Job description

LPL Financial is seeking a Cash Management Associate Service Professional in Operations to support advisors with cash management requests via inbound and outbound calls, resolving documentation issues and improving processes for faster resolution.

The role emphasizes accurate information delivery, handling complex calls, and cross‑functional collaboration to keep accounts in good order and enhance client experiences.