Client-First Financial Services Specialist
LPL Financial
LPL Financial LLC in New York is seeking a Financial Service Professional to provide exceptional service to advisors and their investors. This role combines client interaction, problem-solving, and collaboration, beginning with a comprehensive training program that leads to a dynamic, client-facing position. The ideal candidate holds a Bachelor’s degree or equivalent, possesses strong communication and problem-solving skills, and is willing to obtain a Securities Industry Essentials (SIE) license. #J-18808-Ljbffr
$40k - $50k
...is seeking an outgoing individual for a customer-focused position. The role involves developing customer relationships, educating clients on insurance options, and marketing appropriate products. Ideal candidates will have excellent communication skills, be detail-oriented...Suggested- ...Overview Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach...SuggestedWork at officeImmediate startShift work
- ...First Citizens in Rock Hill is seeking a Financial Services Specialist to support sales and service delivery in the branch. This role focuses on building banking relationships through proactive customer outreach and fulfilling deposit account needs, payment solutions,...Suggested
$21 - $34.96 per hour
...more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:Client Compensation... ...of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in...SuggestedLocal areaWork from home- ...SC, to deliver dedicated end-to-end support for sophisticated financial clients. The ideal candidate will troubleshoot proprietary technology... ...ensuring timely resolution of issues and exceptional client service. This role requires proficiency in Microsoft Windows and strong...Suggested
$20 per hour
...you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing... ...problems and delivering exceptional client experiences? Join LPL as a Financial Service... ...a team where together you serve as the first point of contact for our Advisors and...Contract workTemporary work$186.43k - $310.75k
...SVP, Head Of Client Compensation Lead with Purpose, Unlock Your Team's Passion At... ...intention and discover what's possible, LPL Financial invites you to apply today. The SVP,... ...in mergers and acquisitions, clearing service expansion, and delivering a best-in-...Work from home- ...motivated individual responsible for engaging clients in the lobby and assisting with transactions through self‑service resources like online banking and ATMs. Key responsibilities... ...or equivalent is required, and knowledge of financial services is preferred. #J-18808-Ljbffr Bank...
- ...Job Overview As a Financial Service Professional at LPL Financial, you will provide exceptional... ...and their investors. This role combines client interaction, problem‑solving, and collaboration... ...role. Responsibilities Serve as the first point of contact for advisors and their...Work from homeMonday to FridayShift work
- ...TryApplyNow is seeking a Technical Support Specialist for a contract position based in Fort... ...involves providing exceptional support to financial professionals by troubleshooting and... .... A strong college degree and financial services experience are preferred. #J-18808-Ljbffr...Contract work
$63k - $70k
Our client is seeking a detail‑oriented and motivated Junior Financial Analyst (0‑2 years of experience) to join our growing manufacturing... ...000 - $70,000 per year Shift: First Work hours: 9 AM - 5:30 PM... ...to track margins, Customer Service to analyze shipping/order...Temporary workShift work- ...Financial Service Professional Where ambition meets innovation. Build a career that matches... ...Financial to shape your success while helping clients pursue their financial goals. Job... ...a team where together you serve as the first point of contact for our Advisors and...Work from homeMonday to FridayShift work
- INSTITUTIONAL CLIENT ENGAGEMENT SPECIALIST BNA Wealth, Inc. | Rock Hill, SC | Full-Time ABOUT BNA WEALTH, INC. BNA Wealth, Inc. is a client-focused financial services firm dedicated to delivering institutional retirement plan solutions for businesses and plan sponsors...Full timeWork at officeFlexible hours3 days per week
$76.94k - $128.24k
...more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview LPL... ...practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in...Work from home$80.86k - $134.83k
...more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. The Finance Governance... ..., or a related field Experience in financial services, broker-dealer, or other regulated environments...Work from home$76.63k - $127.72k
...heights. Because when that happens, we all win - clients, LPL, and most importantly our, employees. At LPL Financial, we empower professionals to shape their success... .... Job Overview The Manager, Client Technology Services leads day-to-day Product Operations for Client Technology...Full timeTemporary workWork from home- Apex Systems is hiring a Service Center Representative in Fort Mill, South Carolina. This role requires a minimum of one year of customer... ...and active Series 7 License, along with knowledge of financial products. The ideal candidate will have effective communication...
- Pike Corporation is seeking an Operations Support Specialist II to provide operational support within Pike Engineering. This role includes client interaction, time and expense processing, and ensuring organized office operations. The ideal candidate will have a high school...Work at office
$58.09k - $96.82k
...more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Description The Finance... ...of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in...Full timeWork at officeWork from home$28.18 - $46.94 per hour
...more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview:... ...engagements. This role is heavily focused on incoming phone servicing, paired with select operational responsibilities to...InternshipWork at officeWork from home- First Citizens Bank is seeking a Financial Services Specialist in Rock Hill, South Carolina. In this role, you will support sales and service delivery, manage banking relationships, and provide financial guidance to customers. Successful candidates excel at communication...
$25.24 - $42.07 per hour
LPL Financial LLC is seeking a Business Development Associate (BDA) in Town of Charlotte, NY to drive lead flow for the Advisor Recruiting team. This role focuses on reaching out to financial advisors via phone, email, and social media to qualify leads and boost sales....Hourly pay$21.1 - $35.16 per hour
...impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview: We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this role, you will work...Work at officeWork from home$21.1 - $35.16 per hour
...LPL Financial LLC in Fort Mill is seeking an Associate Service Consultant to join their team. This role involves handling 30 to 40 inbound calls per day from Financial Advisors and assisting with Overlay Service product inquiries. Ideal candidates will have 1-2 years...Hourly pay$66.74k - $111.24k
...Service Center Manager Lead with Purpose, Unlock Your Team's Passion... ...that happens, we all win – clients, LPL, and most importantly... ...discover what's possible, LPL Financial invites you to apply today.... ...Center. The Service Center is the first point of contact for LPL...Full timeWork at officeImmediate startRemote workWork from home- ...LPL Financial LLC in Fort Mill, SC, is seeking a Client Compensation Consultant to support the design, implementation, and administration of compensation programs aligned with business objectives. The ideal candidate should have 3+ years of related experience and a Bachelor...
- ...Client Experience Specialist Do you have a passion for helping people, solving problems, and creating... ...between our guests and our service team. This role is ideal for someone... ...priority. What You'll Do Be the first point of contact for guests—greeting...Full timeLocal area
$64.79k - $89.09k
...Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry.... ...equipment offering, our expertise and service are what truly distinguish us from the competition... ...unit • Conduct monthly, market-level financial reviews with an emphasis on discussing...Full timeTemporary workWork experience placementInternshipFlexible hoursNight shiftWeekend work$70k
...Financial Analyst | Operational Finance Summary: Our $11B equipment service client is seeking a Financial Analyst to join their growing operational finance team supporting branch and district operations across a large, multi-site organization. This role offers strong...Summer workInternshipRemote work$76.74k - $127.82k
...to new heights. The Manager - Client Compensation leads a team of... ...their clients achieve their own financial dreams. Additionally, the... ...required licensing within the first 90 days of employment if not... ...Experience managing a phone customer service team (preferred). Experience...Work from home
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