Sr Operations Specialist, Account Transfers
LPL Financial is hiring for Sr Operations Specialist, Account Transfers in Tempe. Senior level. First seen October 17, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- LPL Financial
- Where
- Tempe
- Level
- Senior
- First seen
- October 17, 2026
- Listed via
- Workday
What the posting says
As a Senior Account Transfers Specialist, you will play a direct role in helping our advisors execute financial plans for their clients by initiating, reconciling, and researching ACAT and Non-ACAT asset transfer requests. You will also have an opportunity to help shape the process, create efficiencies, and eliminate waste through our best-in-class continuous improvement system. Responsibilities: · Review and initiate both paper and electronic asset transfer requests on behalf of our advisors. · Research and reconcile outstanding transfer requests to ensure asset delivery. · Effectively…
Read more and apply on LPL Financial's site
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