Change Management Lead for autonomous vehicle data collection operations at GM. Leading complex, cross - functional operational changes to ensure data quality and safety.
About the role
- Premier Operations Specialist providing administrative and operational support to Wealth Advisors Group at LPL Financial. Handling inquiries and maintaining compliance with industry regulations while enhancing client relationships.
Responsibilities
- Deliver high‑quality phone support to WealthAG advisors across different specialized teams and their end-clients
- Handle inquiries including account notifications, cash management, RMD outreach, Rep ID updates, annual review scheduling, issue resolution, signing documents and placing unsolicited trades
- Prepare and submit new account documentation, ensuring all materials are complete for processing
- Coordinate and track rollovers and transfers (manual and ACAT) to ensure timely completion
- Identify client needs and refer clients seeking financial guidance to advisors
- Maintain operational excellence through ongoing training on policies, procedures, platforms, and service best practices
Requirements
- Active Series 7 and Series 66 (or equivalent), or ability to obtain required licenses within 180 days
- Ability to work onsite in Fort Mill, SC, Tempe, AZ, or Austin, TX
- 1+ year direct client-facing experience in financial services, ideally in a service or advisory support role
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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