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Operations Specialist
LPL Financial
Fort Mill, SC, United States
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Essential Functions:
Review, research, reconcile and/or process transfer requests and be able to expedite requests within the service level expectations. Must be able to work at computer workstation for the majority of the day. Attention to detail and problem solving skills are extremely important. Effectively communicate verbal and written information to Financial Advisors and contra firms on the status of the transfer requests or any additional requirements that may be needed to complete the transfer. The qualified candidate must be able to handle inbound and outbound calls, and display utmost professionalism. Assist with questions from internal departments and Service Center, as well as assist with information distribution to various internal and external business partners. Ensure proper application of, and compliance with, internal and regulatory standards, guidelines and procedures. Act as a resource to the department, and be able to apply complex knowledge of the overall transfer process for inquiries received from internal and external customers and vendors.
Job Requirements:
• •Bachelor's degree preferred, with at least 1-2 years related to customer service and/or mutual fund operations experience.
• •Character Traits - Effective Oral/Written Communication, Adaptability, Initiative, Decision Making, Customer Service, Passion for Results
Software/Systems Skills:Microsoft Office Suite required (focus on Excel & Access), BETA knowledge preferred