Senior Account Transfers Specialist

LPL Financial

Multiple Locations
Base: $20.46-$34.11ph; bonus/equity: not specified...
Not specified
Asset transfer request processing
Financial industry experience
High volume deadline-driven environment
LPL Financial is seeking a Senior Account Transfers Specialist to facilitate the movement of cash and securities in client accounts. The role involves initiating and reconciling asset transfer requests while contributing to continuous process improvements within a collaborative environment

Job Summary

  • As a Senior Account Transfers Specialist, you will play a direct role in helping advisors execute financial plans by managing asset transfer requests and improving processes.
  • LPL Financial offers a highly competitive Total Rewards package including 401K matching, health benefits, employee stock options, and paid time off.
  • The company fosters an innovative environment with limitless career potential and a unified mission to support advisors so they can take care of their clients.

Matching Summary

Match Score: 85

LPL Financial is seeking a Senior Account Transfers Specialist to facilitate the movement of cash and securities in client accounts. The role involves initiating and reconciling asset transfer requests while contributing to continuous process improvements within a collaborative environment.

Salary

Base: $20.46-$34.11/hour; Bonus/Equity: Not specified; Benefits: 401K matching, health benefits, employee stock options, paid time off

Skills & Requirements

Must-have

  • Asset transfer request processing
  • Financial industry experience
  • High volume deadline-driven environment
  • Verbal and written communication skills
  • Multi-tasking with competing priorities
  • Quality control and standard work adherence

Nice-to-have

  • Continuous improvement mindset
  • Collaborative team environment
  • Creativity and process improvement
  • Customer service orientation
  • Ability to work with minimal supervision
  • Passion for results

Key Requirements

  • 6 months or more financial industry experience
  • 1+ year brokerage operations experience preferred
  • Experience with Documentum, BETA, ATDB, BOPM preferred

Work Rights

Not specified

Tailored Resume

Cover Letter