Ops SpecialistApply Job ID: R-001676 Date posted: 11/01/2017 Primary Location SC-Fort Mill
Candidate 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
1. Review and process new account documentation.
2. General maintenance of accounts as required.
3. Document quality issues, performance measures, and quality improvements for management review as required.
4. 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
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 Fort Mill, and powered by more than 3,300 client-centric employees, LPL is financially strong and growing.
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 1996-2017, based on total revenue.