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Lead Operations Specialist

Job ID: R-000066 Date posted: 05/09/2017 Primary Location SC-Fort Mill

Job Requirements:

Allocate work amongst processing team(s) to ensure daily, weekly and monthly service level expectations are being attained.Reviews, evaluates, processes and monitors the quality of work as measured against accuracy, timeliness, and productivity standardsSubject matter expert on all Retirement operational policies and proceduresMust have the ability to communicate complex issues both in-writing and verbally to management and internal/external customers. Must be able to provide oversight of existing processes and mitigate risk against future firm impact.Documents quality issues, performance measures and quality improvements for management review. Research complex situations and define the actions necessary to resolve the situation.Participation in various projects and/or assignments as required.

Our Company:

LPL Financial, the nation’s largest independent broker/dealer since 1996* and the fourth largest broker/dealer overall, serves as an enabling partner to more than 14,000 independent financial advisors and approximately 700 financial institutions. Since its formation decades ago, LPL has focused on one primary mission -- enabling independent financial advisors to bring objective and un-biased financial advice to millions of Americans. 

Headquartered in Boston, San Diego, and Charlotte, and powered by more than 3,300 client-centric employees, LPL is financially strong and growing.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

* As reported by Financial Planning magazine, June 1996-2016, based on total revenue.

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