Client-First Financial Services Specialist
LPL Financial LLC
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 LPL Financial LLC
- ...Financial Solutions Advisor - East Charlotte Charlotte, North Carolina... ...and delivering for our clients, teammates, communities and shareholders... ...to appropriate internal service providers based on client... ...request process before your first day of work. This communication...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$66.74k - $111.24k
...Because when that happens, we all win - clients, LPL, and most importantly our... ...and discover what’s possible, LPL Financial invites you to apply today. The Service Center Manager is a full-time... ...Center. The Service Center is the first point of contact for LPL Financial...SuggestedFull timeWork at officeImmediate startRemote workWork from home$21 - $34.96 per hour
...Client Compensation Consultant Where Ambition Meets Innovation Build a career that... ...ll find the ingredients you need at LPL Financial to shape your success while helping... ...approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion...SuggestedLocal areaWork from home$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-...SuggestedWork from home$43.89k - $102.08k
...at a time. Position Summary: An Analyst who joins the Client Financial Analysis and Optimization (CFAO) team provides financial consultation... ...external to the organization. The breadth of CVS Caremark services presents an opportunity to work with multiple functional...SuggestedHourly payPermanent employmentFull timeTemporary workWork experience placementInternshipLocal area$63k - $70k
...is an Entry Level Role for a junior financial analyst for our client to add to their team. This is on an... ...$63,000 - $70,000 per year shift: First work hours: 8 AM - 5 PM education... ...with Sales to track margins, Customer Service to analyze shipping/order trends, and...Permanent employmentTemporary workWork experience placementInternshipRelocationShift work$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. Job Overview:... ...Management, or a related field Experience in financial services, broker-dealer, or other regulated environments...Work from home- 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
$16 - $23 per hour
6 days ago Be among the first 25 applicants Get AI-powered advice... ...with a strong legacy of client-first values is seeking a Client Service Associate (CSA) to support financial advisors and ensure an exceptional... ...Pavilion Client Services Specialist - Escalations Gastonia, NC $...Contract workWork at officeShift work- 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
- 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...
- ...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 homeShift work
$28.18 - $46.94 per hour
...Financial Planning Operations Associate Where ambition meets innovation. Build a career... ...Financial to shape your success while helping clients pursue their financial goals. The... ...is heavily focused on incoming phone servicing, paired with select operational responsibilities...InternshipWork at officeWork from home$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- LPL Financial is seeking a Business Development Associate based in Fort Mill, SC, to drive financial advisor lead generation through effective prospecting. The role entails cold calling, working closely with recruiters, and utilizing Salesforce for tracking. Candidates...
- ...Junior Financial Analyst This is an entry level role for a junior financial analyst for our client to add to their team. This is on a site role located in Fort Mill, South Carolina, more close to IndianLand SC. An Excel test will be part of the interview process. Relocation...Relocation
$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- ...Job Overview: Search Solution Group is seeking a Financial Analyst on behalf of our client, a U.S.-based manufacturer specializing in custom dry ingredients. This role serves as a key business partner with dual reporting responsibilities to both the FP&A and Pricing...Contract work
$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- ...Mittera is currently seeking Client Service Specialists to join our team! The Client Service Specialist serves as a liaison between our customers and the various areas of expertise across our company. They share customers’ detailed requirements—including design, print...Temporary workShift work
- ...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
- ...States is seeking individuals for a vital role focusing on securing financial well-being for families. Candidates will enjoy flexible work-... ...include conducting virtual consultations, assessing clients' needs, and maintaining lasting relationships. This role offers...Remote workWork from homeFlexible hours
- ...for the below position on behalf of our client.Please apply if interested and qualified... ...Compensation Analyst Required: Customer Service Experience Location: Fort Mill... ...plans that offer an optional layer of financial protection. We offer an ESPP (employee...Hourly payContract work
- ...development for our teams. GENERAL PURPOSE The Transportation Financial Analyst is responsible for delivering accurate, insightful analysis... ...in in‑person team interaction, meetings and collaboration, client support, mentoring, coaching, and/or feedback. However, this role...Work at officeLocal areaRemote 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$60k - $70k
Lucrum Consulting, Inc. is seeking a Client Accounting Specialist who will manage client engagements and bookkeeping activities for a variety of mid-sized companies. The ideal candidate will have 3-5 years of experience in the construction industry, excel in accounting...Full time$66.74k - $111.24k
...Service Manager, IAN Pod Lead with Purpose, Unlock Your Team's Passion At LPL, people... ...Because when that happens, we all win – clients, LPL, and most importantly our,... ...intention and discover what's possible, LPL Financial invites you to apply today. As a Service...Work at officeRemote workWork from home3 days per week$115k - $145k
...responsibilities such as: Developing financial and economic models; Analyzing large datasets... ...findings to colleagues, experts, and clients. Our small size provides opportunities... ...& Development Manager and join your first case teams. Concurrently, the firm offers...Full timeWork experience placementLocal area$52k - $64k
...Join to apply for the Financial Consultant (Remote Eligible) role at... ...RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply... ...management and customer service skills Problem-solving skills... ...2 Tutor BAS/HVAC Controls Specialist - International Travel Charlotte...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$20 per hour
...Client Relations Specialist/Login Administrator Eurofins Scientific is an international life sciences company, providing a unique range of analytical testing services to clients across multiple industries, to make life and our environment safer, healthier and more sustainable...Full timePart timeWork at officeMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-First Financial Services Specialist. Be the first to apply!
- participant services representative Fort Mill, York County, SC
- logistics customer service representative Fort Mill, York County, SC
- airport customer experience specialist Fort Mill, York County, SC
- customer success associate Fort Mill, York County, SC
- medical customer service representative Fort Mill, York County, SC
- customer service rep part time Fort Mill, York County, SC
- benefit customer service representative Fort Mill, York County, SC
- customer service representative data entry Fort Mill, York County, SC
- customer relations associate Fort Mill, York County, SC
- customer resolution specialist Fort Mill, York County, SC


