What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

WHAT ARE WE LOOKING FOR?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

REQUIRED QUALIFICATIONS

• One to two years of experience in Financial Services industry or comparable experience
• Proficiency in Microsoft Office (Microsoft Outlook, Excel)

• Responsible for the understanding the process and systems move money activities including by not limited to Wires, ACHs, Check Disbursements and Check Deposits
• Analyze move money activity to identify trends where risk may be present or opportunities to improve the process could be addressed
• Collaborate with internal business partners by taking ownership of escalations and inquiries presented focusing on protecting the firm and providing an exceptional advisor experience
• Problem solve and conduct research on advisor related questions and escalations using a variety of tools