Estate Operations Specialist - Senior, Client-Focused
LPL Financial
The Estate Senior Operations Specialist within the LPL Wealth Advisors Group will be part of a team supporting LPL corporate-based advisors. These desk advisors manage certain retail accounts formerly handled by independent advisors. The role focuses on Death and Divorce processes with high-touch client service. Ideal candidates are client-focused, detail-oriented, and capable of delivering professional service while maintaining compliance and efficiency in a fast-paced environment. #J-18808-Ljbffr LPL Financial
- LPL Financial is seeking an Estate Senior Operations Specialist for the Wealth Advisors Group in Austin, TX. This role supports desk advisors by handling... ...and facilitating Death and Divorce processes with a client-first approach. The position emphasizes collaboration,...Suggested
$23.57 - $39.32 per hour
...to shape their success while helping clients pursue their financial goals with... ...partners, and investors. Job Overview The Estate Senior Operations Specialist of the LPL Wealth Advisors Group... ...communication skills. Positive, customer focused attitude and demeanor with a desire...SeniorWork at officeWork from home- LPL Financial is hiring an Operations Specialist to support the Wealth Advisors Group, handling account openings, money movements, transfers, and client inquiries. You will work with a team to deliver high-touch service and resolve complex issues, while upholding firm policies...Senior
- LPL Financial Holdings Inc. is seeking an Operations Specialist to join the Wealth Advisors Group. The role involves supporting corporate-based... ...with account openings, money movements, transfers, and client inquiries. A client-service mindset and the ability to work...Suggested
- IT Recruitment Consultant / Senior Consultant Experience: 1-10 years... .... The business supports clients across areas including cloud,... ...professional staffing or a related specialist market. You may currently be... .... #J-18808-Ljbffr Talent Focus Executive Search and...SeniorPermanent employmentContract workFor contractorsFreelanceLocal area
- ...Senior Operations Specialist We are seeking a Senior Operations Specialist to join our growing wealth management firm. This is a client-facing role for someone who enjoys building strong client relationships... ...for someone who is client-focused, detail-oriented, and...Senior
$120k - $135k
...private markets. We invest our clients' capital across a range of... ...Role Overview The Client Operations team serves as a central operational liaison that focuses on oversight and enhancement to... ...portfolios. As a Client Operations Specialist, you will closely partner with...Flexible hoursShift work- ...and businesses around the world. We operate across a range of markets, from financial... ...32 countries.Job DescriptionAs the Senior Program Manager, Client Operations, for FSD, you will guide... ...happens when people come together. We're focused on attracting talent in and around...SeniorLocal areaRemote work
- University of Texas at Austin, Senior Departmental HR Associate at the Pickle Research Campus, focuses on operational HR tasks including onboarding, offboarding, benefits, and employee experience. The role emphasizes accuracy and customer service in a DoD URA context and...Senior
- ...-first communication. Behind that mission is a People team focused on creating an exceptional employee experience and helping... ...function that scales with our business. We're looking for a Senior People Operations Generalist who loves making things work better. Someone who...SeniorWork at officeLocal areaImmediate startRemote workFlexible hours
- ...join our growing team. From strategy meetings to post-judgment client care, you will blend sharp legal skills with empathy to help families... ...with 10+ years in family law litigation, practical and client-focused, thriving in a fast-moving, collaborative environment and...Senior
- ...Investment Management, LLC is a client-centered wealth... ..., tax strategy, and estate planning in one integrated... ...ideas, while staying focused on the clients we serve... ...we’d love to connect! Senior Financial Advisor Are you... ...or a platform where you operate independently under a...SeniorPermanent employmentWork at office
- ...financial services company is seeking a Senior Private Wealth Banker to act as a trusted... ...tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's... ...being part of a supportive team culture focused on growth and success. #J-18808-Ljbffr BOK...Senior
- Black & Veatch is seeking a Senior Project Manager to lead the Texas water solutions business, maintaining client relationships with municipalities and delivering projects on time and within budget. The role focuses on strategic development, market expansion, and financial...SeniorRelocation
$72.37k
Colliers is seeking a Senior Lease Administrator, Client Lead to manage global lease administration for midsized to large accounts, focusing on governance, reporting, and process improvements. You will coordinate with a distributed global team to ensure accurate lease...SeniorRemote job- ...characteristic under applicable law, whether actual or perceived. Senior Client Solutions Engineer The Senior Client Solutions Engineer... ...to work well within a team and partner environment. Customer focused and results driven. Compensation The compensation range indicated...Senior
$70k
...we communicate our commitment to making estate planning a legacy, not a burden. Here, you... ...and collaboration. Your work will ensure clients feel informed and confident, knowing their... ...a few core principles: Education. We focus on helping clients fully understand their...Senior- ...success. GDT offers a people-first culture focused on inclusivity, growth, and innovation... .... About the role The Sr Marketing Operations Specialist is a hands-on, individual-contributor... ...provider, we bring IT to life for our clients by putting people first in all we do....SeniorLocal area
$125k - $290k
...looking for a Commercial Tax Manager or Senior Manager with an extensive partnership experience... ...wide variety of industries, with a heavy focus in the fields of Manufacturing and... ...skillsAbility to attract and service new clients and expand services to existing clientsWeaver...SeniorFull timeImmediate startFlexible hours$77k - $202k
...Description & SummaryThe OpportunityAs a Manufacturing Operations Excellence Consultant Senior Associate you will help clients improve product development and manufacturing... ...recommendations- Supporting client workstreams focused on product lifecycle management, production...SeniorFull timeH1b- ...Property Manager to oversee day-to-day operations of a commercial building, coordinate tenant... .... You should have 2+ years in real estate, familiarity with Yardi or MRI, and proficiency... ...administration while maintaining strong client and owner relationships. #J-18808-...
$77k - $202k
...AssociateJob Description & SummaryThe OpportunityAs a Finance Solutions - Digital Revenue Operations - Senior Associate you will focus on Zuora consulting services, helping clients improve quote-to-revenue processes through analysis, implementation, training, and...SeniorFull timeH1b$23.57 - $39.32 per hour
...empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could... ..., institutional partners, and investors. Job Overview The Operations Specialist will work with the LPL Wealth Advisors Group (WealthAG) and...SeniorWork from home- CVS Health in Austin, TX seeks an energetic Operations & Client Support coordinator to manage member journey processes, client collateral updates, and comprehensive meeting documentation. You will track action items, respond to inquiries, and coordinate cross-functional...Remote job
- ...force in shaping the way we communicate our commitment to making estate planning a legacy, not a burden. Here, you'll spearhead... ...principles: education, trust, and collaboration. Your work will ensure clients feel informed and confident, knowing their legal paths are...Senior
$124k - $280k
...OpportunityAs a Provider Clinical Operations Consultant, you will lead... ...line performance. As a Senior Manager you will lead large projects... ...teams while advising clients on operating model design, transformation... ...integration, and sector-focused knowledge to help clients...SeniorFull timeH1b$124k - $280k
...Payer Middle Office / Technology / Operations Consultant you will advise health payer clients on modernizing operations and... ...within our Advisory practice. As a Senior Manager you will lead large projects... ...middle office operations, with focus areas that may include claims...SeniorFull timeH1bWork at office- ...basis without employer sponsorship. The Senior Client Service Manager, Relationship... ...will play a key role in the mitigation of operational and financial risk to Schwab. The Senior... ...purpose-driven, supportive culture, and focus on your development means you7ll get the...SeniorFull timeContract work
$47k - $63k
...Senior Client Bookkeeper It's fun to work in a company where people truly BELIEVE in what... ...committed to bringing passion and customer focus to the business. Dare to bring your... ...coaching of staff and exposure to the real estate industry is a plus. Strong...SeniorWork experience placementWork at officeRemote workFlexible hours- Job Description Operations & Client Service Associate Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area.... ...client meetings, and coordinate logistics so the advisor team can focus on the client conversation. Operations & administrative...Work at office
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