Ops Specialist, New AccountsApply Job ID: R-013394 Date posted: 04/15/2021 Primary Location SC-Fort Mill Other Locations CA-San Diego
Operations Specialist – New Accounts
The Ops Specialist role within New Accounts must be capable of assisting with the opening, closing, and maintaining of accounts. Additional responsibilities may include the assessment and reporting of processing quality and accuracy of assigned processes. The ideal candidate will have strong attention to detail, excellent verbal and written skills, and be a team player
Review and process new account documentation. General maintenance of accounts as required. Document quality issues, performance measures, and quality improvements for management review as required. Provide information to assist in providing feedback to internal and external business partners.
- Minimum Education Required: Bachelor's Degree
- Minimum Experience Required: 1 Year of Financial Services Experience (Preferred)
- Licenses/Certifications Required/Preferred: Series 7 (Preferred)
- Software/Systems Skills Required/Preferred: Microsoft Office Suite required
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lpl.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.