Remote Associate Lending Specialist – Credit & Advisory

LPL Financial; United States; Remote; USD 34,453 - 57,377; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an Associate Lending Specialist to support our lending solutions in a remote full-time position. The role involves assisting Advisors with inquiries related to securities-based lending, ensuring client satisfaction and effective operational support.

The ideal candidate will have at least 3 years of experience in the financial services sector, with a focus on wealth management. If you are a team player who thrives in a dynamic environment, we invite you to apply.

Qualifications

• 3+ years of experience within financial services, preferably in wealth management.
• Knowledge of securities-backed lending and margin.
• Experience providing exceptional support to client-facing financial professionals.

Responsibilities

• Support Advisor inquiries regarding SCA and margin products.
• Help resolve client issues and requests.
• Transition external client loans to LPL.

Skills

Verbal and written communication skills

Problem-solving ability

Organizational skills

Education

Diploma in a related field

Job description

LPL Financial is seeking an Associate Lending Specialist to support our lending solutions in a remote full-time position. The role involves assisting Advisors with inquiries related to securities-based lending, ensuring client satisfaction and effective operational support.

The ideal candidate will have at least 3 years of experience in the financial services sector, with a focus on wealth management. If you are a team player who thrives in a dynamic environment, we invite you to apply.