Premier Operations Specialist
LPL Financial · Charlotte, North Carolina, US
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation.
Job description
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The Premier Operations Specialist will provide comprehensive administrative and operational support to the LPL Wealth Advisors Group (WealthAG), a group of corporate employee advisors who provide investment solutions to end-investors virtually and over the phone. In this role, the Premier Operations Specialist will support both advisors and their end-clients with a focus on enhancing client relationships, managing and resolving a wide range of account ‑ related operational inquiries, and ensuring compliance with industry regulations. This position requires a strong blend of problem ‑ solving ability, technical operations knowledge, and a commitment to delivering an elevated client experience. The ideal candidate is proactive, detail ‑ oriented, and driven to excel in a fast ‑ paced environment. They must demonstrate a servic...