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Estate Operations Specialist — Client‑Focused Financial Services
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-09-09
Listing for:
lplfinancial
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Banking & Finance, Bank Customer Service -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
LPL Financial is seeking an Estate Senior Operations Specialist to support desk advisors handling death and divorce accounts. You will process new account paperwork, coordinate rollovers/transfers, and address client inquiries by phone.
Ideal candidates have 2+ years in financial services client roles and 1+ years in call centers, with strong communication and problem-solving skills. Competitive benefits and pay range apply.
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