Op Specialist Position Available In York, South Carolina
Tallo's Job Summary: The Ops Specialist role at LPL Financial involves providing supervision, problem-solving, and training support to the team, ensuring daily workflows meet established standards. Responsibilities include reviewing work quality, allocating tasks, and communicating complex issues. The position requires 2+ years of customer service experience with a pay range of $15.76-$26.26/hour. Join LPL Financial for limitless career potential and impactful work.
Job Description
Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for you!
Job Overview:
The Ops Specialist provides daily hands-on supervision, problem-solving, and training support to their respective team and department via various required processes. Additional responsibilities also include reviewing and monitoring daily workflows in various processes according to established policies, procedures, and service levels. The Sr Ops Specialist also assists with providing and presenting weekly and monthly reports that impacts productivity.
Responsibilities:
Reviews, evaluates, and monitors the quality of work as measured against accuracy, timeliness, and productivity standards to include vendor process activity and across multiple sites as required. Assist with allocating work amongst processing team to ensure daily, weekly, and monthly service level expectations are being attained. Must have the ability to communicate complex issues both in-writing and verbally to management and internal/external vendors and customers. Must be able to provide oversight of existing processes and mitigate risk against future firm impact. Subject matter expert on operational policies and procedures with main focus on front end processes in order to maintain SLA level and other dependencies Business Units have Documents quality issues, performance measures, and quality improvements for management review. Ensures proper application of and compliance with internal and regulatory standards, guidelines and procedures. Collaborate with subject matter experts to obtain key job knowledge that will help meet the specific business needs. Research complex situations and define the actions necessary to resolve the situation. Assist with project testing and implementation. 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
Requirements:
2+ years of experience of customer service and operations experience. Core Competencies Strong relationship and people skills. Strong communication skills, time and priority management. Strong skills in PowerPoint, Word and Excel. #
LI-PA Pay Range:
$15.76-$26.26/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (
Nasdaq:
LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial:
Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL?
Innovative Environment:
We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential:
Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission:
We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work:
Our size is just right for you to make a real impact. Learn more here! Commitment to
Equality:
We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus:
We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards:
Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on
Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC1.22.25 LPL
Financial is the nation’s largest independent broker-dealer.• Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. • As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility