Senior Operations Specialist

LPL Financial

. Assist end-clients and internal partners through inbound and outbound communication .

Posted 4/11/2026full-timeTempe • Arizona • 🇺🇸 United StatesSenior💰 $22 - $37 per hourWebsite

About the role

Key responsibilities & impact

Assist end-clients and internal partners through inbound and outbound communication
Proactive outreach to clients and advisors on time-sensitive activities
Research complex issues and resolve inquiries in a timely manner
Communicate operational and financial industry policies and procedures
Handle incoming and outgoing mail requests by USPS and FedEx
Manage account notifications and resolution of NIGOs
Prepare client reports and proposals as required
Work one on one with clients to distribute assets from client accounts

Requirements

What you’ll need

Bachelor’s degree or equivalent years of industry experience
2+ years’ experience in customer service or operations
SIE and Series 7 preferred
Outstanding interpersonal skills
Excellent verbal and written communication skills
Strong 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

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

interpersonal skillsverbal communication skillswritten communication skillsproblem-solving skillsattention to detailability to explain complex informationpositive attitudeability to perform under pressureability to work in a fast-paced environment

Certifications

Bachelor’s degreeSIESeries 7