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Repapering Specialist

Job Type : Temp/Contract
Compensation : 22.64 USD/HOUR
Start Date : 07/02/2018
Hours : Full Time
Travel : No
Relocation : No
Industry : Brokerage

Job Description :
Assist with data reconciliation, formatting, account opening and asset transfer process from the LPL home office. 
• -Open new brokerage and advisory accounts in an accurate and timely manner. 
• - Partner with LPL’s back office to resolve any issues and ensure limited disruption to asset transfer and account activation. 
• -Monitor Client Works notifications to address any issues and if applicable work with advisor office to obtain any missing or incomplete documentation.
• -Focus on customer service skills for internal and/or external communication.



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