About this role
Premier Operations Specialist at LPL Financial. Location: Fort Mill or Charlotte or Tempe or Austin. Role: delivering support, resolving inquiries, coordinating transfers Requirements: Active Series 7 and Series 66 (or ability to obtain within 180 days); 1+ year direct client-facing financial services experience; ability to work onsite in Fort Mill, SC, Tempe, AZ, or Austin, TX; strong phone, problem-solving, and operations skills. Category: Customer Service Seniority: Entry Level Tools: Salesforce, ClientWorks, BETA Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English