Senior Operations Specialist - Estate Team (Financial Services)

Location: Austin, Texas, United States

Salary: $23.57–$39.32 per hour

Company

hirify.global is a U.S. wealth management firm providing advisor affiliation models, investment solutions, fintech tools, and practice management services to financial advisors and institutions.

What you will do

• Prepare and process new account paperwork, including forms, signatures, documentation, rollovers, and manual or ACAT transfers.
• Support Wealth Advisors with inbound and outbound client calls concerning account maintenance, cash management, tax reporting, and related operational inquiries.
• Route clients requesting financial advice or trading assistance to Wealth Advisors and refer new estate-process clients to advisors.
• Review and interpret court documents related to Death and Divorce Processes.
• Research and resolve client issues while communicating operational and financial industry policies and procedures.
• Provide feedback to management on client experience and operational efficiency and stay current through training.

Requirements

• Bachelor’s degree or equivalent years of industry experience.
• At least 2 years of customer service or operations experience.
• Strong verbal and written communication, interpersonal, prioritization, and problem-solving skills.
• Ability to explain complex information clearly, maintain attention to detail, and perform effectively in a fast-paced environment.
• Ability to provide professional, customer-focused service and exercise sound business judgment.

Nice to have

• SIE certification.
• Series 7 license.

Culture & Benefits

• Collaborative, team-oriented environment focused on client success and continuous improvement.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.

Hiring process

• LPL communicates with applicants directly from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants will not be asked for payment or bank or credit card information.