Cash Management Services Specialist

LPL Financial LLC; Tempe (AZ); On-site; USD 29,000 - 48,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking a Cash Management Associate Service Professional in Operations to handle advisor calls, resolve documentation issues, and guide cash-management requests. The role emphasizes accurate information delivery, professional communication, and the ability to manage complex conversations with financial advisors.

The position requires 2+ years in brokerage/financial services, strong communication, and the ability to multi-task in a fast-paced team environment.

Qualifications

• 2+ years of brokerage/financial services experience.
• 2–3 years of professional, customer-facing work.
• Strong written and verbal communication skills.

Responsibilities

• Provide support for complex customer account issues via inbound/outbound calls with professionalism.
• Set expectations and take actions to resolve inquiries promptly; coordinate with internal departments and advisors.
• Clearly communicate status of NIGO requests and required steps to achieve good order (IGO).
• Identify issues to minimize NIGO rejections and improve processes.
• Support internal and external partners on NIGOs, distributions/deposits, and ad hoc requests.
• Collaborate with team to grow expertise in cash management processes for retirement and non-retirement accounts.
• Handle complex situations received via email, Dynamics, Smartsheet, phone, etc., and contribute to policy updates.
• Provide feedback for process improvements to advance the business.
• Participate in huddles and department meetings to ensure alignment.
• Review discrepancies related to Cash Management and share insights.

Skills

Customer service

Financial services

Communication skills

Team collaboration

Job description

LPL Financial LLC is seeking a Cash Management Associate Service Professional in Operations to handle advisor calls, resolve documentation issues, and guide cash-management requests. The role emphasizes accurate information delivery, professional communication, and the ability to manage complex conversations with financial advisors.

The position requires 2+ years in brokerage/financial services, strong communication, and the ability to multi-task in a fast-paced team environment.