Wealth Client Services Specialist
LPL Financial LLC
LPL Financial LLC in Newport Beach is seeking a Registered Client Service Associate to enhance the client experience and ensure compliance standards. The ideal candidate will possess strong organizational skills and facilitate client onboarding and account management. Responsibilities include managing client inquiries, processing account transactions, and ensuring adherence to regulatory requirements while maintaining accurate records. A dedicated and detail-oriented approach is essential for success in this in-office role. #J-18808-Ljbffr LPL Financial LLC
Vacancy posted 2 days ago
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