Financial Services Specialist

Join the team as a Product Support Specialist at LPL FinancialAre you passionate about providing top-notch customer service and enjoy working in a fast-paced environment? LPL Financial is looking for individuals who are dedicated to ensuring that our advisors and clients receive the best service possible. As a Product Support Specialist, you will be...

Position Overview: As a Service Experience Professional at LPL Financial, you will play a crucial role in supporting financial advisors by delivering an exceptional service experience. Our service team is dedicated to establishing a dependable support network for our clients, enabling them to expand their practices effectively. Flexibility and adaptability...

Position Overview: As a Service Experience Professional at LPL Financial, you will play a vital role in supporting financial advisors by delivering an exceptional service experience. Our dedicated service team prioritizes establishing a dependable support framework for our clients, enabling them to expand their practices effectively. Your responsibilities...

Position Overview: As a Service Experience Professional at LPL Financial, you will play a crucial role in supporting financial advisors by delivering an exceptional service experience. The primary goal of our service team is to establish a dependable support system for our clients, enabling them to effectively expand their practices. Flexibility and...

Position OverviewWe are seeking a dedicated Financial Operations Specialist to become a vital part of our expanding team. This role is a permanent, full-time opportunity that emphasizes meticulous attention to detail and strong analytical skills, which are essential for the ongoing success and development of our firm.The responsibilities of the Financial...

**Job Summary:**CornerStone Staffing is seeking a highly skilled and motivated Financial Collections Specialist to join their team. As a Financial Collections Specialist, you will be responsible for providing excellent customer service and assisting with bringing past due accounts to current.**Key Responsibilities:**Build strong relationships with borrowers...

About the Role:CMG Financial is seeking a highly skilled Mortgage Solutions Specialist to join our team. As a Mortgage Solutions Specialist, you will play a crucial role in providing top-notch mortgage solutions to our clients nationwide.Key Responsibilities:Present and Promote Mortgage Solutions: Present and promote mortgage solutions to new and existing...

Position OverviewThe Loan Processing Specialist II plays a crucial role in the financial services sector by ensuring the efficient and precise funding of dealer contract packages. This position is essential for maintaining the integrity of the loan processing system.Key ResponsibilitiesVerification: Conduct thorough and meticulous verification of all loan...

Lead Financial Compliance Specialist (2 Openings)Location: District Support Services CenterJob Type: Full TimeSalary Range: $57,000 - $75,335 annuallyWork Schedule: Monday - Friday, 8am - 5pm, Summer Hours: Monday - Thursday, 7am - 6pmWork Calendar: 12 MonthsAbout Us: Maricopa County Community CollegesBenefits:16 paid observed holidaysArizona State...

Are you passionate about delivering solutions to LPL's financial advisors? Are you results-oriented, agile-minded, and can work in a team or independently? Do you like thinking outside the box, learning new skills and problem solving?If so, LPL Financial is the place for you LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for youLPL Financial (Nasdaq: LPLA) was founded on the principle that the...

Job OverviewHeadfarmer is seeking a meticulous Financial Operations Specialist to support our client in maintaining the integrity of a significant project.Position Type: Contract with potential for future opportunities.Work Arrangement: Hybrid model with a combination of in-office and remote work.Working Hours: Flexible options available, including morning...

Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor,...

Are you passionate about delivering solutions to LPL's financial advisors? Are you results-oriented, agile-minded, and able to work in a team or independently? Do you like thinking outside the box, learning new skills, and problem solving? If so, LPL Financial is the place for youLPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for youLPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the...

Job Overview: The Annuity Operations Associate plays a vital role in assisting Financial Advisors, their support staff, and internal stakeholders in the processing of annuities through the Annuity Order Entry (AOE) platform. This position is integral to a specialized operations team that manages a substantial volume of annuity transactions, with...

Job SummaryLPL Financial Holdings, Inc. is a leading financial services company that provides a comprehensive platform of proprietary technology, brokerage, and investment advisor services. We are seeking a highly skilled Senior Operations Specialist, Stock Records to join our team.Key ResponsibilitiesReconcile books and records positions per regulatory...

About the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our High Net Worth team at Edward Jones. As a key member of our team, you will be responsible for providing expert financial planning advice and guidance to our high net worth clients.Key ResponsibilitiesPartner with senior planners and financial advisors to...

About the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our High Net Worth team at Edward Jones. As a key member of our team, you will play a critical role in providing financial planning expertise to our senior planners and financial advisors, helping them to deliver exceptional service to our high net worth...

Position Overview:The role outlined below is for a **Customer Service Specialist II**. This position requires a commitment to delivering exceptional client service while adhering to established organizational policies and procedures.Key Responsibilities:Provide outstanding client service in an inbound call center setting.Manage customer inquiries throughout...