Senior Client Operations Specialist

LPL Financial; Austin (TX); On-site; USD 33,000 - 54,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is hiring an Operations Specialist to support the Wealth Advisors Group, handling account openings, money movements, transfers, and client inquiries. You will work with a team to deliver high-touch service and resolve complex issues, while upholding firm policies.

The role emphasizes collaboration, client service excellence, and attention to detail in a fast-paced environment. A degree and relevant experience are required, with opportunities to grow within LPL’s wealth-management

Qualifications

• Bachelor’s degree or equivalent years of industry experience.
• 2+ years’ experience in customer service or operations.

Responsibilities

• Assist end-clients and internal partners through inbound and outbound phone calls, emails, faxes, and mailings.
• Proactive outreach to clients and advisors on time-sensitive activities.
• Research complex issues and resolve inquiries.
• Communicate operational and financial industry policies and procedures.
• Prepare forms and submit instructions for account activities for advisors and end clients.

Skills

Customer service

Operations

Communication

Teamwork

Attention to detail

Education

Bachelor's degree or equivalent

Job description

LPL Financial is hiring an Operations Specialist to support the Wealth Advisors Group, handling account openings, money movements, transfers, and client inquiries. You will work with a team to deliver high-touch service and resolve complex issues, while upholding firm policies.

The role emphasizes collaboration, client service excellence, and attention to detail in a fast-paced environment. A degree and relevant experience are required, with opportunities to grow within LPL’s wealth-management