Senior Operations Specialist
LPL Financial
full-time
Posted on:
Location Type: Office
Location: Tempe • Arizona • United States
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Salary
💰 $22 - $37 per hour
Job Level
About the role
- 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
- 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
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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