Premier Operations Specialist

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.

Responsibilities

• Deliver high-quality phone support to WealthAG advisors across different specialized teams and their end-clients
• Handle inquiries including account notifications, cash management, RMD outreach, Rep ID updates, annual review scheduling, issue resolution, signing documents and placing unsolicited trades
• Prepare and submit new account documentation, ensuring all materials are complete for processing
• Cook up and track rollovers and transfers (manual and ACAT) to ensure timely completion
• Identify client needs and refer clients seeking financial guidance to advisors
• Maintain operational excellence through ongoing training on policies, procedures, platforms, and service best practices

Requirements

• Active Series 7 and Series 63, or ability to obtain required licenses within 180 days
• 1+ year direct client-facing experience in financial services, ideally in a service or advisory support role

Preferences

• Strong phone communication and relationship-building skills with a professional presence
• Collaborative team player with a proven ability to work effectively in group environments
• Accurate, detail-oriented, and committed to clear, timely communication
• Positive, service-focused approach with a dedication to exceptional client experiences
• Proficient in Salesforce, ClientWorks, and BETA
• Solid understanding of back-office operations, support workflows, and escalation procedures

Pay Range

Pay Range: $22.48-$37.44/hour

About the Role

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.