Senior Client Operations Specialist
LPL Financial
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 processing. The role requires a client-service mindset, accuracy, and the ability to manage multiple tasks in a fast-paced environment while upholding industry policies and procedures. #J-18808-Ljbffr LPL Financial
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Client Operations Specialist in Fort Mill, York County, SC vacancy
- LPL Financial is hiring a Senior Operations Specialist in the Margins department in the United States. The role involves daily monitoring of margin call activity, debit balances, and trade items, ensuring compliance with firm and regulatory guidelines. Ideal candidates...Senior
$23.57 - $39.32 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 The Senior Operations Specialist will work with the LPL Wealth Advisors Group (WealthAG) and will be part of a team providing...SeniorWork from home$20.45 - $34.12 per hour
...to shape your success while helping clients pursue their financial goals. Job... ...and out of LPL client accounts. As a Senior Account Transfers Specialist, you will play a direct role in... ...three years’ experience in Brokerage Operations; Account Transfers/ACATs experience...SeniorWork from home- RoundPoint Mortgage Servicing LLC is seeking a Customer Service Specialist 3 in Fort Mill, SC. You will be a front-line advocate supporting customers who are 60+ delinquent or navigating loss mitigation and insurance claims, guiding them toward financial recovery with...Senior
- ...customers who maintain electrical services to consumers worldwide. We operate seventeen facilities across North America and continually... ...quotes, credit terms, and other bid related specifications to clients. Collaborates with production, shipping, and leadership team on...SeniorWork at officeWorldwide
MacLean Power, LLC
Fort Mill, York County, SC3 days ago - 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... ...on transfer status, driving continuous improvement and best-in-class client experiences. #J-18808-Ljbffr LPL FinancialSenior
- Associate Staffing LLC is seeking an Operations Specialist - Cash Control in Fort Mill, SC for a six-month contract with hybrid onsite work. You will manage cash movement processes, reconcile ledgers, and handle retirement and tax-related operations. This role offers growth...Contract work
- ...Operations Specialist Join Our Team as an Operations Specialist Cash Control! Pay Rate: Competitive hourly rate (based on experience) Are you ready to make a meaningful impact in the world of cash management? We are seeking a detail-oriented and proactive Operations...Hourly payContract workWork at office3 days per week
- First American is seeking an escrow processor in Fort Mill, SC to handle escrow activities across the loan lifecycle. You will ensure accurate processing of monthly escrow payments, disbursements, and related documents while maintaining compliance with regulatory and investor...
- ...Cash Management Operations Specialist Location: Fort Mill, South Carolina (Hybrid - 3 days onsite, 2 Remote) Role Overview This role... ...processing and may require contact with internal and external clients. The specialist will conduct due diligence on transactions for...Work at officeRemote work
- ...Operations Optional Product Support Specialist The Operations Optional Product Support Specialist will be part of a special unit that will be the single point of contact for customer requests and inquiries for cancelation of optional insurance products. This unit will...Local areaFlexible hours
Foursight Capital LLC
Fort Mill, York County, SC5 days ago - SkyBitz Petro Logistics is seeking a Director of Operations to lead end-to-end Petro Logistics activities, including planning, procurement, inventory control, and fulfillment. You will build and guide a high-performing team, establish priorities aligned with customer requirements...Senior
$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... ...take actions across tools and services Build Autonomous agents operating across end-to-end customer journeys Build reusable platforms,...SeniorRemote workShutterfly
Fort Mill, York County, SC6 days ago- ...reference architectures. You will drive incident response, capacity planning, governance, and cost management, ensuring secure, scalable, and compliant cloud services across environments. This is a senior, hands‑on leadership role. #J-18808-Ljbffr Sunbelt Rentals, Inc.Senior
$18.46 - $24.63 per hour
Who We Are ServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. ServiceMac is focused on providing superior technology, products, and services for the mortgage and real estate industries backed by highly...Hourly pay- Daimler Truck North America is seeking a Financial Administrator to join the Marketing Operations team. You will handle contracts, PRs/POs/GRs and ticketing for Motorsports, coordinating with Marketing & Strategy, Controlling, Procurement and AP to ensure accuracy and...Work at officeRemote work
- ...the Fort Mill property. The role supports the Property Manager and can assume responsibilities when needed, ensuring smooth daily operations and resident service. Key duties include leasing support, office scheduling, maintaining leases, handling resident requests,...Work at office
- HDR seeks a South Carolina Water Business Group Manager to lead client relationships, deliver critical projects, and grow HDR's regional water practice. You will mentor staff, monitor utilization and profitability, and drive pursuit efforts while representing HDR with...Senior
- Silfab Solar in Fort Mill, SC is looking for an Operations Assistant to oversee document control, data management, and operational support. This role requires a keen attention to detail and strong organizational skills to maintain accuracy and up-to-date status of documents...Work at office
- Silfab Solar is seeking an Operations Assistant to coordinate document control, manage data, and support KPI reporting across Washington facilities. The role emphasizes attention to detail, organization, and collaboration with production and management teams. You will...
$23 - $27 per hour
...Operations CoordinatorConsulting, $23 - $27, Fort Mill, SC75% paid PPO Medical, Dental, Vision, 401k account, 5 days of sick leaveA bit about us:We are a global medical technology company focused on developing innovative solutions that improve patient safety, clinical...Permanent employmentTemporary workWork at officeLocal areaJobot
Fort Mill, York County, SC3 days ago- ...Wastewater Operations SpecialistDo you thrive in a collaborative environment where what you say and do matters and influences the direction... ...team and actively looking for a Wastewater Operations Specialist who can help transform our customers and how they treat their...Local areaShift work
Operators Unlimited, Inc.
Rock Hill, SC3 days ago - ...Job Title: Senior AWS Data Engineer Experience: 8+ Years Skills: AWS Glue, Lambda, Pyspark, Python Location: Fort Mill, SC Job Description : Develop migration workflows based on the approved metadata extraction design. Implement support for full...SeniorFull time
Coforge
Fort Mill, York County, SC3 days ago - A national automotive retailer seeks a Commercial Parts Pro in Fort Mill, SC, to drive profitable growth through customer retention and relationship management. The ideal candidate has strong automotive knowledge, sales abilities, and 3+ years of experience. Position involves...Senior
- First American is seeking a Foreclosure Specialist to manage mortgage foreclosure files, ensuring compliance with state and federal laws. You will coordinate with mortgagors, attorneys, investors, and trustees, ensuring timely First Legal Actions and thorough file reviews...
- CrossCountry Mortgage, LLC is seeking a Document Processing Specialist to support RoundPoint Mortgage Servicing LLC. The role focuses on letter fulfillment, data transmission with third-party print vendors, and overseeing print production against SLAs to ensure timely...Work at office
- First American is seeking a Foreclosure Operations professional to manage mortgage foreclosure processes in compliance with state and federal laws and company guidelines. You will oversee timelines, coordinate with attorneys, mortgagors, investors, and other parties to...
$13.25 - $17.23 per hour
...Store Operations Specialist$13.25-17.23/hourThe Store Operations Specialist (SOS) leads and trains teams in performing all freight functions, including: unloading, processing, stocking, and resets. The Store Operations Associate is responsible for unloading, processing...Flexible hoursShift workNight shiftAt Home Stores LLC
Pineville, NC4 days ago- ...Senior Product Owner with Scrum Master experience - Wealth Management Location: Fort Mill, SC Mode of Hire: Full Time Job Summary: We are seeking a highly experienced Senior Product owner with a strong background in the Wealth Management domain ....SeniorFull time
Coforge
Fort Mill, York County, SC3 days ago - ...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 integrity of enterprise Microsoft SQL Server environments...SeniorFull time
Associate Staffing
Fort Mill, York County, SC2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Operations Specialist. Be the first to apply!
Related searches
- hospital customer service representative Fort Mill, York County, SC
- medical customer service representative Fort Mill, York County, SC
- customer service rep remote Fort Mill, York County, SC
- customer service officer Fort Mill, York County, SC
- benefit customer service representative Fort Mill, York County, SC
- customer service consultant Fort Mill, York County, SC
- customer service representative (remote from home) Fort Mill, York County, SC
- customer service operator Fort Mill, York County, SC
- customer success associate Fort Mill, York County, SC
- client service specialist Fort Mill, York County, SC