Senior Account Transfers Specialist - Client Impact
LPL Financial
LPL Financial is seeking a Senior Account Transfers Specialist in Fort Mill, SC to support ACAT and non-ACAT transfers, helping advisors move cash and securities efficiently while upholding accuracy and service standards. You will partner with Financial Advisors, contra firms, and internal teams to research, reconcile, and communicate on transfer status, driving continuous improvement and best-in-class client experiences. #J-18808-Ljbffr LPL Financial
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Account Transfers Specialist - Client Impact in Fort Mill, York County, SC vacancy
- ...Account Transfers Specialist Target Pay Rate: [Not provided] Overview Join a growing organization as an Account Transfers Specialist, where you will play a key role in ensuring seamless client account transfers. Our client is a leading organization in the financial...SuggestedRemote work
Associate Staffing
Fort Mill, York County, SC3 days ago - ...environment to the freedom to make an impact and more, you’ll find the... ...your success while helping clients pursue their financial goals.Job Overview:The Senior Consultant, Client Feedback plays... ...Reliability: Demonstrates strong accountability and follow-through, taking...SeniorFull timeWork experience placementWork from home
LPL Financial
Fort Mill, York County, SC2 days ago $20.45 - $34.12 per hour
...to the freedom to make an impact and more, you’ll find the... ...success while helping clients pursue their financial goals. Job Overview The Account Transfers Department facilitates movement... ...client accounts. As a Senior Account Transfers Specialist, you will play a direct...SeniorWork from home- LPL Financial in Fort Mill, SC is seeking a Senior Operations Specialist to support the Wealth Advisors Group with account openings, money movement, and client inquiries. You will resolve notifications, file paperwork, and coordinate with internal teams to ensure timely...Senior
- First American, a leading mortgage services provider, seeks a SVP, Client Relations for ServiceMac to drive growth through strategic account management. You will lead cross‑functional teams, develop client strategies, and forecast opportunities across large accounts. This...Senior
$23.57 - $39.32 per hour
...the freedom to make an impact and more, you’ll find the... ...success while helping clients pursue their financial... ...goals. Job Overview The Senior Operations Specialist will work with the LPL... ...notifications, opening accounts, moving money, transferring accounts, and working directly...SeniorWork from home- ...Full-Time Senior Veterinary Assistant UrgentVet bridges the gap between daytime general... ...looking for an opportunity to make an impact in your community while tackling a challenging... ...patient care, team leadership, and client service in a fast-paced, state-of-the-art...SeniorFull timeNight shift
Clinical Support Staff
Fort Mill, York County, SC3 days ago $159.75k - $225.5k
...capture moments that reflect who they uniquely are.We are seeking a Senior Principal Software Engineer to lead the design and development... ..., and customer journeys across Shutterfly. This is a high-impact, hands-on technical leadership role responsible for shaping the...SeniorRemote workShutterfly
Fort Mill, York County, SC6 days ago- Senior Helpers of Rock Hill is seeking a compassionate, relationship-driven Client Care Manager (CCM) to manage the overall client experience within an assigned territory.... ...ability to build trusted relationships with seniors #J-18808-Ljbffr Senior Helpers Parent AccountSenior
$63 per hour
...your career aspirations. Yoh’s network of client companies has been employing... ...working 20+ hours per week) ~ Health Savings Account (HSA) (for employees working 20+ hours per... ...purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring...SeniorContract workYoh, A Day & Zimmermann Company
Fort Mill, York County, SC3 days ago$50.8k - $67.73k
...place to work, for all.What We DoEstablish, build, and maintain mutually beneficial relationships with assigned Specialty Markets clients. Provide full service customer service (from 1st tier/routine to 2nd tier/complex) and focus on complex customer service issues. Analyze...Full timeWork experience placementFirst American Financial Corporation
Fort Mill, York County, SC4 days ago$240k - $290k
...when that happens, we all win - clients, LPL, and most importantly... ...forward-looking leader to serve as Senior Vice President and Chief... ...data stewardship and accountability.Privacy Risk ManagementIdentify... ...privacy risk assessments, privacy impact assessments, and control evaluations...SeniorFull timeWork from homeLPL Financial
Fort Mill, York County, SC7 days ago- ...Wellmore of Tega Cay , we're not just a luxury senior living company; we're a community... ...team members, creating a lasting positive impact in our community. Collaborative Environment... ..., bathing, dressing, transporting, and transfers. Are You Ready to Make an Impact?...SeniorFull timeWork at officeNight shift
Wellmore of Tega Cay
Fort Mill, York County, SC8 days ago $76.32k - $127.21k
...environment to the freedom to make an impact and more, you'll find the... ...your success while helping clients pursue their financial goals.... ...highly motivated and qualified Senior Financial Planner to support advisors... .... Please log in or create an account to apply to this position....SeniorWork at officeWork from homeThe Private Trust Company, an affiliate of LPL
Fort Mill, York County, SC5 days ago$113.92k - $189.83k
...environment to the freedom to make an impact and more, you’ll find the... ...your success while helping clients pursue their financial goals.Job... ...AVP will partner closely with Senior Vice Presidents and cross-... ...realities. Please log in or create an account to apply to this position....SeniorFull timeWork at officeWork from homeLPL Financial
Fort Mill, York County, SC5 days ago- ...40 countries, Mood reaches 165 million+ consumers each day. General Summary: The Account Management Specialist role is responsible for building loyalty with our clients and increasing retention. This is accomplished by ensuring that the businesses are successful...Contract workWorldwide
Mood Media
Fort Mill, York County, SC4 days ago - ...order updates and expedites, and shipping discrepancies. Work with accounting to fix invoice discrepancies. Navigate company systems with... ...Excel skills (pivot tables, formulas, data analysis). Customer/client orientation. Strong problem-solving and critical thinking skills...Work at officeWorldwide
MacLean Power Systems
Fort Mill, York County, SC2 days ago $101.56k - $169.23k
...environment to the freedom to make an impact and more, you’ll find the... ...shape your success while helping clients pursue their financial goals.Job Overview:The Senior Engineer, Observability and Platform... .... Please log in or create an account to apply to this position....SeniorPermanent employmentFull timeWork from homeLPL Financial
Fort Mill, York County, SC5 days ago$106.1k - $176.9k
...innovation, collaboration, and impact. At LPL Financial, you’ll work with... ...to solutions that help clients pursue their financial goals.Job OverviewAs a Senior Full‑Stack Software Engineer, you... ...realities. Please log in or create an account to apply to this position. Principals...SeniorFull timeWork from homeLPL Financial
Fort Mill, York County, SC3 days ago- ...Urgent Care Senior Veterinary Assistant Department: UrgentVet Hospitals Employment... ...you looking for an opportunity to make an impact in your community while tackling a... ...outstanding patient care, team leadership, and client service in a fast-paced, state-of-the-art...SeniorFull timeTemporary workFlexible hoursNight shiftAfternoon shift
American Veterinary Group
Fort Mill, York County, SC4 days ago - ...quotes, credit terms, and other bid related specifications to clients. Collaborates with production, shipping, and leadership team on... ...coming into the facility or via Teams as needed. Assists accounting with invoicing, payment, or other issues as needed. Manages ITEC...SeniorWork at officeWorldwide
MacLean Power, LLC
Fort Mill, York County, SC3 days ago - ...teams. GENERAL PURPOSE The Senior Director, IT – DC Systems is... ...based on ROI, operational impact, and long term enterprise value... ...Effectively Ensures Accountability & Execution Manages Conflict... ...meetings and collaboration, client support, mentoring, coaching,...SeniorWork at officeLocal areaRemote work
Ross Stores, Inc.
Fort Mill, York County, SC3 days ago $71.07k - $118.45k
...collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you... ...to shape your success while helping clients pursue their financial goals. Help... ...capabilities needed to perform at their best. As a Senior Learning and Development Consultant, you...SeniorWork from home- ...businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships. What You Will Be Doing: Hands on Senior SQL Database Administrator responsible for the secure design, administration, and operational...SeniorFull time
Associate Staffing
Fort Mill, York County, SC2 days ago - ...ownership of product and category strategy with meaningful business impact Ability to influence key decisions related to equipment... ...level of autonomy with visibility across business functions and senior leadership Opportunity to identify efficiencies, introduce new...SeniorFull time
AccruePartners
Fort Mill, York County, SC3 days ago - ...Carolina. This full-time position involves providing in-home care for seniors with diverse needs like dementia and Alzheimer's. You will... ...care and strong communication skills, committed to making a meaningful difference in clients' lives. #J-18808-Ljbffr Assisting HandsSeniorFull time
- Terra Bella Senior Living in Rock Hill, SC is seeking a Care/Medication Technician to provide hands-on care and support in a home-like setting for residents. You will work with the care team to monitor health, assist with activities of daily living, and ensure safety and...Senior
$147.39k - $245.66k
...collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you... ...to shape your success while helping clients pursue their financial goals. Job... ...financial realities. Please log in or create an account to apply to this position. Principals...Full timeWork from homeLPL Financial
Fort Mill, York County, SC8 days ago- Sunbelt Rentals, Inc. is seeking a senior leader for a high-impact recruiting organization. You will lead and develop a team of Sr. Recruiters supporting sales and leadership hiring, partner with executives to align priorities, and translate workforce needs into actionable...Senior
- ...tracking, and reporting, while keeping Jira and Confluence as the single source of truth. The role requires strong collaboration, deep agile expertise, and a focus on client-centric outcomes in a fast-paced financial services environment. #J-18808-Ljbffr LPL FinancialSenior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Account Transfers Specialist - Client Impact. Be the first to apply!
Related searches
- senior living Fort Mill, York County, SC
- senior devops Fort Mill, York County, SC
- senior property accountant Fort Mill, York County, SC
- senior IT manager Fort Mill, York County, SC
- senior performance engineer Fort Mill, York County, SC
- senior devops cloud engineer Fort Mill, York County, SC
- senior aws cloud engineer Fort Mill, York County, SC
- senior work from home Fort Mill, York County, SC
- senior cybersecurity engineer Fort Mill, York County, SC
- senior manager Fort Mill, York County, SC