Senior Client Operations Specialist
LPL Financial
LPL Financial is seeking an Operations Specialist to join the Wealth Advisors Group, providing operational support to corporate-based advisors and clients. You’ll handle tasks like account openings, money movements, and transfers, while delivering high-touch service. The role emphasizes collaboration, adherence to policies, and the ability to manage inquiries with professional client interaction. Ideal candidates are client-service driven and proactive in a fast-paced environment. #J-18808-Ljbffr LPL Financial
$23.57 - $39.32 per hour
...Estate Senior Operations Specialist What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access...SeniorWork from home- Kestra Financial, Inc. is seeking a Sr. Onboarding Operations Specialist for a hybrid role with substantial travel (65%) to deliver in-person... ...Advisor Complete, review paperwork for accuracy, and maintain client records in Laserfiche. #J-18808-Ljbffr Kestra Financial,...Senior
- Kestra Holdings seeks a Sr. Onboarding Operations Specialist to support new advisor firms as they transition into the Kestra Financial ecosystem... ...during non-travel windows. The ideal candidate thrives in a client-facing environment, delivers accurate onboarding, and...Senior
$65k - $72k
For more information on .**Job Profile:**Administrative Operations Specialist 3**Job Family:**Administrative Operations**Time Type:**Full time... ...Under direct supervision of the Business Operations Manager Senior, this position plans, organizes and coordinates the business...SeniorFull timePart timeCasual workInternshipWork at officeWork from homeWorldwideAfternoon shift- ...empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency,...Suggested
- Kestra Financial, Inc. in Tempe, Arizona, is seeking a detail‑oriented Client Service Specialist to support the Account Services team by processing work queues for client account setup, maintenance, and diverse transactional items. You will ensure data integrity, meticulously...
- Title:*SkillBridge Only* Senior Operations Coordinator - Government Asset Management (GAM) - Multiple LocationsBelong, Connect, Grow, with KBR! MUST BE ACTIVE DUTY MILITARY AND ELIGIBLE FOR THE SKILLBRIDGE INTERNSHIP PROGRAM. PROGRAM SUMMARYKBR’s Government Asset Management...SeniorFull timeContract workPart timeFor contractorsFor subcontractorInternshipLocal area
$20.45 - $34.12 per hour
...Senior Account Transfers Specialist Where Ambition Meets Innovation Build a career that matches all... ...to shape your success while helping clients pursue their financial goals. Job... ...years' experience in Brokerage Operations; Account Transfers/ACATs experience...SeniorWork from home- Lead with Purpose. Partner with Impact. The Sr. Onboarding Operations Specialist plays a critical role in supporting new advisor firms as they... ...windows. The position is ideal for someone who thrives in a client-facing environment, excels in operational accuracy, and brings...Senior
- ...on utilizing innovation and technology to cultivate client relationships. The Role: Join the Wires and NIGO (Not in Good Order) team within Cash Management Operations in Tempe, AZ. As an Operations Specialist, you will process inbound and outbound domestic and international...Full timeWork at office
- Northern Trust Corp. is seeking a customer service professional in Tempe to handle high-volume calls, provide accurate information, and resolve inquiries. You will use CRM systems to log issues and follow scripts to ensure timely responses. The role emphasizes strong communication...Work at office
- ...Company is seeking a dedicated customer service professional for its Tempe, AZ office. You will handle inbound and outbound calls, log client inquiries in the CRM, and provide accurate, timely resolutions while identifying upsell opportunities. Strong communication and...Work at office
$75.82k - $89.2k
...as liaison to internal and external stakeholders. Works with senior level Operations Specialists on keeping abreast of industry updates and answering any operational questions that arise for all ETF clients. Responsible for primary contact with fund clients during ETF...Full timeWork experience placementWork at officeLocal area3 days per week- Motion Industries in Tempe, AZ is seeking a Senior Customer Service Representative to respond to complex customer inquiries, quote products, and process orders. Under limited supervision, you will leverage deep knowledge of our products and services to ensure customer...Senior
$5,000 per month
...Senior Customer Service RepresentativeUnder limited supervision, the Senior Customer Service Representative responds to customer inquires and places customer orders to ensure customer expectations are accurately determined and met. This role has in-depth knowledge of...SeniorContract work- Motion Industries is seeking a Senior Customer Service Representative in Tempe, AZ to respond to complex customer inquiries, place orders, and build strong customer relationships. You will provide guidance to junior staff and help optimize service levels while managing...Senior
- Motion Industries seeks a Senior Customer Service Representative to respond to complex customer inquiries, provide quotes, and process orders. You will negotiate prices within parameters to influence gross profit and build strong customer relationships for repeat business...Senior
- Circle K is seeking a Customer Care Specialist in Tempe, AZ to resolve complex customer issues via phone, email, and chat while upholding Circle K guidelines. This role emphasizes advanced inquiry management, high-quality digital analytics, and strict SLA adherence. Ideal...Senior
- Circle K is seeking a Customer Care Specialist in Tempe to manage complex customer inquiries across phone, email, and chat, focusing on reputation management and SLA compliance. You will handle escalations, perform QA audits, and collaborate with internal teams to resolve...Senior
- Motion Industries in Tempe is seeking a Senior Customer Service Representative to respond to complex inquiries, provide quotes, and process orders under limited supervision. You will deepen relationships with customers to accurately determine needs and help ensure expectations...Senior
- ...our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a... ...making for a multi-billion dollar growing organization? The SOW Senior Manager of Operations is responsible for the execution of statements...SeniorWork at office
- LPL Financial Holdings Inc. is seeking a Senior Account Transfers Specialist in Tempe, AZ to initiate, reconcile, and research ACAT and Non-ACAT transfer... ...requests for advisors. You will play a direct role in client services and help shape transfer processes through...Senior
- ...Senior Project Manager - PMO Lead Our Most Critical Projects IES Communications is looking for a Senior Project Manager - PMO... ...forecasting, KPIs, budgets, and profitability Partner with Operations leaders and Project Managers to drive successful project outcomes...SeniorFor contractors
- ...and business-minded Product Line Business Specialist to join our Memory Interface Division.... ...lens with strong business management and operations expertise to anticipate supply and... ...Full-timeFunction: EngineeringExperience level: Mid-Senior LevelIndustry: Semiconductors
- CliftonLarsonAllen Wealth Advisors, LLC is seeking a Senior Accounting Associate in Arizona's nonprofit sector. The role focuses on client service, managing accounts payable, cash receipts, and payroll postings, and leading month-end close activities. The successful candidate...Senior
- ...technology services strategist to serve as a senior individual contributor and trusted... ...vendor ecosystems, sourcing strategies, operating models, and commercial structures. They... ...people come first. With over 9 million clients and 20,000 financial advisors across the...SeniorTemporary workWork at officeHome officeFlexible hours3 days per week
- RevolutionParts seeks a Senior Manager, Operations & Internal Technology to own the IT systems, access control, and internal tech stack, while guiding AI tool provisioning and governance. You will manage vendor relationships and drive cost-efficient, auditable infrastructure...Senior
$20 - $26.39 per hour
...and discover what you excel at—all from Day One. Your Journey Starts Here U.S. Bank is hiring for multiple Part‑Time Custody Operations Specialist roles to support our Operations teams—and we’d love for you to be part of the journey. What You’ll Do Navigating and...Permanent employmentPart timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hours3 days per week$75k - $85k
## Semiconductor Gas/Chemical Operations SpecialistApply: Off-Campus: Mesa/Tempe: Full time: Posted Today: End Date: October 23, 2026 (27 days left to apply): JR123328**Job Profile:**Safety Specialist 2**Job Family:**Environmental Health and Safety**Time Type:**Full time...Full timePart timeInternshipSecond jobWork at officeLocal areaMonday to FridayNight shiftRotating shift- ...in a fast-paced environment. You will work with advisors and staff to resolve issues, monitor queues, and reconcile daily reports, all while upholding regulatory rules and internal procedures to support firm and client risk management. #J-18808-Ljbffr Kestra Financial
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