Senior Operations Specialist – Client Impact

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

Job summary

LPL Financial is seeking a client-focused professional to support wealth advisors and institutions. You will handle client communications, process account activities, and assist in service delivery for wealth management clients in a fast-paced environment.

The role emphasizes collaboration with advisors, operations, and clients to ensure accuracy, timely responses, and compliant processes across a range of wealth management tasks.

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 in a timely manner.
• Prepare client reports and proposals as required.
• Refer clients that are seeking financial guidance to an LPL Advisor.

Education

Bachelor's degree or equivalent years of industry experience

2+ years' experience in customer service or operations

Job description

LPL Financial is seeking a client-focused professional to support wealth advisors and institutions. You will handle client communications, process account activities, and assist in service delivery for wealth management clients in a fast-paced environment.

The role emphasizes collaboration with advisors, operations, and clients to ensure accuracy, timely responses, and compliant processes across a range of wealth management tasks.