Operations Associate, Financial Services Growth

GRP Financial; Carlsbad (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

Global Retirement Partners, LLC is seeking an entry- to mid-level operations specialist reporting to the Director of B/D Operations. The role supports new advisor onboarding, repapering, and ensures accurate processing across LPL Clientworks.

Ideal candidates have a Bachelor's degree or equivalent, strong MS Excel and Office skills, excellent communication, and the ability to work independently in a deadline-driven environment; travel up to 25% is required.

Qualifications

• Bachelor's Degree or equivalent work experience
• Expertise in the LPL Clientworks system as well as new account opening is highly desired
• Risk assessment, problem-solving and decision-making skills
• Self-driven and able to work well independently in deadline-oriented environment
• Excellent Written and verbal communication skills
• Proficient in MS Office products
• Master level knowledge of MS Excel preferred
• Up to 25% travel to advisor offices required

Responsibilities

• Provide new advisor onboarding and repapering support
• Will be subject matter expert for all LPL Financial forms and account processes
• Communicating operational requirements to advisor teams
• Touchpoint for incoming advisor inquiries and issues, ensuring resolution or referring to the correct functional area
• Tracks issues and maintains logs
• Advisor facing training on operational processes and procedures
• Supports reporting and data gathering on the LPL Clientworks platform

Skills

MS Office

MS Excel

Written communication

Verbal communication

Independent work

Problem solving

Risk assessment

Education

Bachelor's Degree or equivalent work experience

Tools

LPL ClientWorks

Job description

Global Retirement Partners, LLC is seeking an entry- to mid-level operations specialist reporting to the Director of B/D Operations. The role supports new advisor onboarding, repapering, and ensures accurate processing across LPL Clientworks.

Ideal candidates have a Bachelor's degree or equivalent, strong MS Excel and Office skills, excellent communication, and the ability to work independently in a deadline-driven environment; travel up to 25% is required.