Ops SpecialistApply Job ID: R-001851 Date posted: 11/28/2017 Primary Location SC-Fort Mill
Margin Specialist is responsible for helping monitor customer accounts and validate adherence to industry and internal rules and regulations. The individual will review a series of reports and make a determination of the action required for resolution. The candidate will then be required to work either with the advisor or other operations group in order to resolve the issue.
Candidates will need a strong attention to detail and the ability to work both independently as well as a part of a team. Individuals will be required to learn large amounts of information and be able to translate that into their daily work. They will also need to be able to successfully balance competing priorities. Candidates will be deadline driven and be able to work in a fast paced environment.
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.