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
- ...Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence. You... ...person role at a local Block Advisors office emphasizes client-focused advisory work, conducting thorough interviews, delivering clear...SeniorHourly payWork at officeLocal area
- 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
- AggreCore Materials LLC is seeking a Scale House Operator to weigh trucks, verify purchase orders, answer phone inquiries... ...with field and office teams, drivers, vendors, and clients in a mission-driven environment focused on innovation and collaboration. This role emphasizes...Work at office
- Senior Operations SpecialistWe 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
- ...family law paralegal to join our growing team. You’ll support case strategy, discovery, pleadings, and mediation prep while guiding clients through divorce and custody disputes. The ideal candidate has 10+ years in family law litigation, is practical, empathetic, and...SeniorRelocation package
$171.6k - $338.3k
...Transactions team helps guide clients through their most... ...and real estate, mergers and acquisitions... ...026.Work You’ll DoAs a Senior Manager you will:· Develop... ...Management (FM), or workplace operating models, organizational... ...Master's or PhD) with a focus on real estate, workplace...SeniorContract workLocal areaVisa sponsorship$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$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...Full timeFlexible hoursShift work$160k - $220k
...person should have experience working with a wide range of business and individual clients. However, this position in particular will have a focus in personal tax returns. HNWI, Trust, Estate etc. Most of our clients are in the $10M-$50M revenue range with some getting up...Senior- ...and industry expertise helps support our clients' regional and global needs. We have... ...essential functions. OVERVIEW The Client Operations Coordinator provides operational and administrative... ...close vision and the ability to adjust focus. Why EPIC? EPIC offers a comprehensive...Part timeWork at officeLocal area
$77k - $202k
...SummaryAt PwC, our people in operations consulting specialise in providing... .... These individuals analyse client needs, develop operational... ...business requirements.Focused on relationships, you are building... ...and operating success. As a Senior Associate you analyze complex...SeniorFull timeH1b$77k - $202k
...SummaryThe OpportunityAs a Payer Operations & Transformation Consultant, Senior Associate you will help shape payer... ...our Operations Consulting practice, focusing on business process improvement,... ...transformation support for health services clients. As a Senior Associate you will...SeniorFull timeH1b- Optiv is seeking a Client Operations Specialist to assist field Client Managers with developing and closing new business. You will generate quotes... ...of the account manager, enabling the field team to focus on face-to-face meetings and high-value opportunities. #J...Remote job
- ...Health Center and technology company focused on revolutionizing the healthcare experience... ...organized, proactive, and personable Senior Clinic Operations Coordinator to support the day-to-day... ...intersection of clinic operations, client experience, scheduling, and logistics...SeniorWork at office
$144k - $329.1k
A global consulting firm is seeking an AI Engineering Consultant - Senior Manager to lead projects and client engagements focused on cutting-edge AI technologies. This role involves enhancing data processes, managing teams, and delivering modern solutions to clients. The...Senior- Sodexo is seeking a high-impact, client-focused professional to drive growth, retention, and strategic success by shaping relationships, optimizing performance, and unlocking opportunities. You’ll lead cross-functional initiatives, guide market research, and deliver data...Senior
$124k - $280k
...Back Office Strategy / Technology / Operations Consultant, Senior Manager, you will play a pivotal role... ...network. You will engage directly with clients, offering strategic guidance and... ...modernize payer systems. Your work will focus on optimizing processes and driving operational...SeniorFull timeH1b- New York Life is seeking an experienced Financial Services Professional in Austin, TX to design and implement client financial strategies, focusing on life insurance, savings plans, and investments. Build long-term client relationships and provide exceptional service as...Senior
$77k - $202k
...SummaryThe OpportunityAs a Finance Transformation - Finance Operations Consulting - Senior Associate, you will work alongside CEOs, CFOs,... ...others, and maintain professional standards. You will focus on building client relationships and developing a deeper understanding...SeniorFull timeH1b- 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
- Gainwell Technologies is seeking a Senior Client Services Analyst to provide comprehensive support for FraudCapture® client users. This role focuses on understanding client needs and delivering exceptional service, including user training and maintaining help documentation...SeniorRemote job
- EY is seeking a senior tax professional to join our Financial Services Organization EDGE practice in the US. The role focuses on delivering tax compliance and advisory services to high-net-worth clients, including privately held companies and their owners. You will lead...SeniorLocal area
$141k - $290k
...for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides... ...a public accounting firm with a focus on high-net-worth individuals,... ..., investment partnerships, estates, and trusts Preferred Qualifications...SeniorFlexible hours- Louis Vuitton in Austin, TX seeks an Operations Associate to support back-of-house efficiency and client service in a fast-paced luxury retail environment. The role focuses on stock management, repairs and after-sales support, while ensuring processes align with brand standards...
$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- National Wealth Management Firm seeks Senior Client Advisor in Austin, TX to serve as primary... ...investment and wealth management services with a focus on high touch relationship management.... ...-tier investment platform, wealth and estate planning group, fiduciary/trust services...Senior
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