Senior Operations Specialist - Estate Team
Core
Support LPL corporate-based desk advisors by handling account operational inquiries specifically related to Death and Divorce Processes, including paperwork preparation, court document interpretation, and client handoffs.
Role type
Senior Operations Specialist (Estate Team)
Builds
Operational support for wealth management accounts during estate transitions
Domain
Financial Services / Wealth Management / Estate Planning
Deliverable
client delivery
Required skills
Client service, phone communication, paperwork processing, court document interpretation, financial terminology, problem solving, business judgment
Preferred skills
Financial service call center experience, Microsoft Office proficiency, Salesforce and Client Works experience
Technologies
Salesforce, Client Works, Microsoft Office
Responsibilities
Prepare and process new account paperwork for death and divorce cases; Assist desk advisors with client queries via inbound/outbound calls; Review and interpret court documents; Handoff clients seeking financial advice to desk advisors; Research and resolve client issues; Provide feedback on operational efficiencies.
Seniority
Mid-level, hands-on IC