Estate Operations Specialist — Client-Focused Financial Services
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Banking & Finance, Financial Services, Business Administration
LPL Financial is seeking an Estate Senior Operations Specialist for the Wealth Advisors Group in Austin, TX. This role supports desk advisors by handling account inquiries and facilitating Death and Divorce processes with a client-first approach.
The position emphasizes collaboration, accuracy, and timely communication, contributing to a high-quality service experience for advisors and clients alike.
We would love to welcome a new Estate Operations Specialist — Client-Focused Financial Services to our organisation in Austin, TX, United States.
We are currently recruiting a Estate Operations Specialist — Client-Focused Financial Services for our team in Austin, TX, United States.
This is a great role to take on the Estate Operations Specialist — Client-Focused Financial Services role at LPL Financial LLC.
As a Estate Operations Specialist — Client-Focused Financial Services, you will play an important part at LPL Financial LLC in Austin, TX, United States.
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