Client-Focused Operations Specialist
Listed on 2026-10-07
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Finance & Banking
Banking & Finance
LPL Financial Holdings Inc. is seeking an Operations Specialist to join the Wealth Advisors Group. The role involves supporting corporate-based advisors with account openings, money movements, transfers, and client inquiries.
A client-service mindset and the ability to work in a fast-paced environment are essential. Responsibilities include handling communications via calls, email, and mail, preparing forms for account activity, and coordinating with advisors to ensure accurate processing.
The Client-Focused Operations Specialist position in the Management & Operations field is open for applications.
The Client-Focused Operations Specialist role at LPL Financial LLC is now open for applications in Austin, TX, United States.
Join us at LPL Financial LLC as our next Client-Focused Operations Specialist in Austin, TX, United States.
We are currently recruiting a Client-Focused Operations Specialist for our team in Austin, TX, United States.
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