Strategic Client Operations Specialist

Jobtailor; Arizona; On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor in the United States is seeking a customer service/operations professional to support end-clients and internal partners across multiple channels. You will handle money movement, account maintenance, and document requests while coordinating with advisors and back-office teams.

Ideal candidates have 2+ years in service roles, SIE/Series 7 preferred, and strong communication skills to explain complex financial information clearly under pressure.

Qualifications

• Bachelor’s degree or equivalent years of industry experience
• 2+ years’ experience in customer service or operations
• SIE and Series 7 preferred
• Ability to prioritize and manage tasks
• Outstanding interpersonal skills with the ability to build and foster relationships
• Excellent verbal and written communication skillsStrong problem-solving skills with keen attention to detail
• Ability to explain complex information clearly and simply
• Ability to maintain a positive attitude and perform under pressure in a fast-paced environment

Responsibilities

• Assist end-clients and internal partners through inbound and outbound phone calls, emails, faxes, and mailings
• Proactively reach out to clients and advisors regarding time-sensitive activities, including RMDs, repapering accounts, distributions, and 1099s
• Research complex issues and resolve inquiries in a timely manner
• Communicate operational and financial industry policies and procedures
• Prepare forms and submit instructions for new accounts, money movement, account transfers, and account maintenance
• Handle incoming and outgoing USPS and FedEx mail requests
• Route inquiries through LPL channels for proper processing and escalation
• Obtain documents from other broker/dealers as needed
• Manage account notifications and resolve NIGOs
• Prepare client reports and proposals
• Monitor team mailboxes and respond to client inquiries
• Refer clients seeking financial guidance to an LPL Advisor
• Provide status updates to the operations team and advisors
• Train and develop others as a department resource
• Work with clients and families to distribute assets from client accounts
• Foster relationships and retain business to support IFS growth
• Liaise between clients and advisors to help ensure financial goals are met

Skills

Customer Service

Operations Management

SIE Certification

Series 7 Certification

Education

Bachelor's degree

Tools

USPS

FedEx

Email

Phone

Job description

Jobtailor in the United States is seeking a customer service/operations professional to support end-clients and internal partners across multiple channels. You will handle money movement, account maintenance, and document requests while coordinating with advisors and back-office teams.

Ideal candidates have 2+ years in service roles, SIE/Series 7 preferred, and strong communication skills to explain complex financial information clearly under pressure.