Senior Operations Specialist, New Accounts - Fort Mill/Charlotte

Only for registered members Fort Mill/Charlotte, United States

1 week ago

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+ Build a career where ambition meets innovation at LPL Financial + Discover what’s possible with cutting-edge resources + Collaborative environment + Freedom to make an impact + Take the next step in your career

Responsibilities:

  • Reviewing and processing new account documentation
  • Maintaining accounts as required
+ What we’re looking for: strong collaborators who deliver exceptional client experiences Requirements:
+ 1+ years of industry experience (preferably financial services) in Operations
+ 1+ Year experience with BETA (ACCT, DOCA, DAML, SPAD, ARIE, BORD, DEMO etc)

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