Estate Operations Specialist – Senior, Client-Focused
Listed on 2026-11-04
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Finance & Banking
Banking & Finance
The Estate Senior Operations Specialist within the LPL Wealth Advisors Group will be part of a team supporting LPL corporate-based advisors. These desk advisors manage certain retail accounts formerly handled by independent advisors. The role focuses on Death and Divorce processes with high-touch client service.
Ideal candidates are client-focused, detail-oriented, and capable of delivering professional service while maintaining compliance and efficiency in a fast-paced environment.
We are looking to fill the Estate Operations Specialist – Senior, Client-Focused position at LPL Financial in Austin, TX, United States.
The Estate Operations Specialist – Senior, Client-Focused role at LPL Financial is now open for applications in Austin, TX, United States.
Join us at LPL Financial as our next Estate Operations Specialist – Senior, Client-Focused in Austin, TX, United States.
We are currently recruiting a Estate Operations Specialist – Senior, Client-Focused for our team in Austin, TX, United States.
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