Sr. Operations Specialist, Advisory Operation
LPL Financial
Description
Where Ambition Meets Innovation
At LPL's Global Capability Center, you'll find a collaborative culture where your voice matters, integrity guides every decision, and technology fuels progress. Your skills, talents, and ideas will redefine what's possible. LPL's success reflects its exceptional employees, who together pursue one noble purpose: empowering financial advisors to deliver personalized advice for all who need it. We're proud to be expanding and reaching new heights in Hyderabad.
Join us as we create something extraordinary together.
Job Overview:
The Senior Operations Specialist supports accurate, timely, and compliant advisory billing and fee adjustments with firm policies, regulatory requirements, and service level agreements. This role focuses on execution of standard and moderately complex advisory operations tasks while building process knowledge and consistency.
Responsibilities
- Process and review advisory operations including account maintenance, billing, fee adjustment, terminations, and journals.
- Resolve advisor inquiries involving Advisory operation functions and reporting.
- Execute daily, weekly, monthly, and quarterly billing tasks
- Support monthly billing cycles and resolve associated exceptions
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
- 3–5 years of experience in financial services, banking, accounting, or operations
- Bachelor's degree or equivalent practical experience
- Good attention to detail and ability to follow defined procedures
- Basic proficiency with Microsoft Excel, Word, Outlook, and Teams
Preferences:·
- Data Analysis/Business analysis experience
Core Competencies:
- Accuracy and process discipline
- Time management and reliability
- Written and verbal communication
- Willingness to learn, apply feedback, and adapt
Working Conditions:
Candidates should be flexible to work across shifts, including U.S. business hours, based on business requirements
About LPL Financial
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