Financial Operations Support Specialist

5 days ago


Pennington, New Jersey, United States LHH Recruitment Solutions Full time
Job Description for Wealth Management Operations Specialist

LHH Recruitment Solutions seeks a Wealth Management Operations Specialist for a long-term assignment with a global banking client. The ideal candidate has experience with banking brokerage account operations and systems.

Role Overview:

The team is responsible for the onboarding and maintenance of brokerage accounts. As an Account Management Operations Representative, you will support branch offices by ensuring smooth account setup and maintenance.

Key Responsibilities:

  • Review and activate brokerage account documentation and traits.
  • Provide support by handling cases and responding to internal phone calls from branch offices, especially for escalated issues.
  • Answer internal phone calls and manage cases in various systems.
  • Ensure documentation is complete and accurate.
  • Make decisions with a focus on client and branch office needs while managing risk.

Required Skills:

  • Experience with brokerage account operations and systems.
  • Strong decision-making abilities and risk management skills.
  • Proven track record of delivering excellent service to internal and/or external clients.
  • Excellent organizational and teamwork skills.
  • Results-driven, ambitious, and flexible with working hours (between 8:00 AM - 6:30 PM).
  • Quick learner who can work independently and demonstrates initiative.

Worksite Type: Hybrid

Pay: $21.00-22.25/hr

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401K plan. Associates may be eligible for paid leave, including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

LHH Recruitment Solutions is an Equal Opportunity Employer/Veterans/Disabled.



  • Pennington, New Jersey, United States Lornan Litho Inc Full time

    Lornan Litho Inc is committed to providing top-notch customer service, and we're seeking a skilled Technical Support Specialist to join our team.Job SummaryThe ideal candidate will possess a strong passion for technology and a commitment to delivering exceptional support to our customers.Key ResponsibilitiesProvide frontline technical support via phone,...


  • Pennington, New Jersey, United States Genesis10 Full time

    Job Title: IT Security SpecialistJob Summary:Genesis10 is seeking an IT Security Specialist to join our team. As an IT Security Specialist, you will be responsible for setting up and maintaining the Machine Learning platform on client's internal infrastructure. You will also be involved in research and development efforts to choose the best of breed Client...


  • Pennington, New Jersey, United States Capital Health Full time

    Capital Health is seeking a Full Time, Board Certified Palliative Care Provider. Athena EMRPSLF EligiblePTOCompetitive BenefitsThe Capital Health Palliative Care Team offers a collaborative approach involving multiple disciplines within the hospital setting, including but not limited to physicians, nurses and case management. Because the diagnosis of a...


  • Pennington, New Jersey, United States Capital Health Full time

    Capital Health is seeking a Full Time, Board Certified Palliative Care Provider to join our team. Athena EMRPSLF EligiblePTOCompetitive BenefitsThe Palliative Care Team at Capital Health offers a collaborative approach involving multiple disciplines within the hospital setting, including physicians, nurses, and case management. Our team provides support for...

  • Orthopedic Surgeon

    1 week ago


    Pennington, New Jersey, United States Capital Health Full time

    About the Role:We are seeking a skilled Trauma and Orthopedic Surgeon to join our team at Capital Health. The ideal candidate will have fellowship training in Orthopedic Traumatology and experience in providing surgical and non-surgical care to complex orthopedic trauma patients.Key Responsibilities:Provide surgical and non-surgical care to complex...


  • Pennington, New Jersey, United States Capital Health Full time

    OverviewAt Capital Health, we are committed to delivering high-quality patient care. Our team of healthcare professionals works together to provide comprehensive medical services.SalaryWe offer an attractive salary range of $250,000 - $350,000 per year, commensurate with experience, to our Hospitalist physicians.About the JobThis is a fantastic opportunity...


  • Pennington, United States Capital Health Medical Group Full time

    (Basic Purpose of the Job)Provides overall support service functions according to radiology practice standards to ensureoptimal department functions. Organizes and uploads radiology images and reports to radiology. PACS using radiology informatics sy Support Specialist, Imaging, Support, Radiology, Specialist, Healthcare

  • Brokerage Operations

    4 weeks ago


    Pennington, United States BCForward Full time

    Job DescriptionJob DescriptionBCforward is currently seeking a highly motivated Operations Specialist opportunity in Pennington, NJ!Position Title: Operations SpecialistLocation: Pennington, NJ 08534Anticipated Start Date: ASAPExpected Duration: 9 monthsJob Type: FULL-TIME, CONTRACT, ONSITEPay Range: $22.28/hrWork scheduled: Monday- Friday 8:00AM -...


  • Pennington, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH Recruitment Solutions is seeking a Wealth Management Operations Specialist to take on a long-term assignment (through Aug 2025 with potential for extension) with a global banking client. The ideal candidate has experience with banking brokerage account operations and systems. Please continue reading and apply if...

  • Financial Analyst

    4 weeks ago


    Pennington, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionWe are seeking a Financial Analyst to join our Cost Basis Team, specifically within Tax Reporting Operations. This role is crucial for ensuring accurate reporting of covered securities and tax lots to the Internal Revenue Service (IRS). The successful candidate will need to update tax lot records accurately and efficiently and...

  • Financial Tax Analyst

    2 weeks ago


    Pennington, United States BCforward Full time

    BCforward is currently seeking a highly motivated Financial Tax Analyst opportunity in Pennington, NJ!Position Title: Financial Tax Analyst Location: Pennington, NJAnticipated Start Date: ASAPPlease note this is the target date and is subject to the change. BCforward will send official notice ahead of a confirmed start date.Expected Duration: 6 monthsJob...


  • Pennington, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH Recruitment Solutions are seeking a motivated and detail-oriented Junior Financial Analyst to join our team at [Bank Name]. This is an excellent opportunity for recent graduates to gain hands-on experience in the financial industry. The successful candidate will work closely with our senior analysts and finance team to...


  • Pennington, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH Recruitment Solutions are seeking a motivated and detail-oriented Junior Financial Analyst to join our team at. This is an excellent opportunity for recent graduates to gain hands-on experience in the financial industry. The successful candidate will work closely with our senior analysts and finance team to support various...


  • Pennington, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH Recruitment Solutions is seeking a Junior Financial Analyst for a global banking client in Pennington, NC. The ideal candidate has an understanding of IRS regulations, ability to work OT during tax season and advanced excel skills. This role will span through May 2025 with potential for extension and is a great foot in the...


  • Pennington, United States Genesis Corp dba Genesis10 Full time

    Genesis10 is currently seeking an IT Security Specialist with our client in the financial industry located in Pennington, NJ. This is a 12+ month contract position. Responsibilities: Responsible for setting up and maintaining the Machine Learning (Client) platform on client's internal infrastructure Involved in research and development efforts to choose...


  • Pennington, United States GenScript Full time

    About GenScript GenScript Biotech Corporation (Stock Code: 1548.HK) is a global biotechnology group. Founded in 2002, GenScript has an established global presence across North America, Europe, the Greater China, and Asia Pacific. GenScript's businesses encompass four major categories based on its leading gene synthesis technology, including operation as a...

  • Training Specialist

    1 week ago


    Pennington, United States Randstad Life Sciences US Full time

    Title: Training SpecialistContract: 8 MonthsLocation: Hopewell, NJ - 08534Job Description: General Description:Understand GxP training and LMS software to troubleshoot problems and provide compliant and practical solutions to meet user needs.Build and maintain items in the LMS such as training items, curricula, user groups, quizzes, smart forms and...


  • Pennington, United States Genesis10 Full time

    Genesis10 is currently seeking an IT Security Specialist with our client in the financial industry located in Pennington, NJ. This is a 12+ month contract position.Responsibilities: Responsible for setting up and maintaining the Machine Learning (Client) platform on client's internal infrastructure Involved in research and development efforts to choose best...


  • Pennington, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Kubernetes Container Engineer. This is a 12+ Months Contract opportunity with long-term potential and is located in Pennington NJ(Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-43771Pay Range: $70 - $73/hour. Employee benefits include, but are not limited to, health insurance...


  • Pennington, United States Pyramid Consulting Full time

    Immediate need for a talented Kubernetes Container Engineer. This is a 12+ Months Contract opportunity with long-term potential and is located in Pennington NJ(Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:24-43771 Pay Range: $70 - $73/hour. Employee benefits include, but are not limited to, health...


  • Pennington, United States United Parcel Service Full time

    SHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors,...


  • Pennington, United States Georgia-Pacific Full time

    Your Job The Georgia Pacific Naheola Mill located in Pennington, AL is currently recruiting for a Shift Safety Emergency Response Team (SERT) Specialists . This position will assume an incident command role and lead in-house Responders (SERT Team members), as well as work closely with other Safety team members and mill Security. The role primarily...


  • Pennington, United States United Parcel Service Full time

    SHIFT YOUR FUTURESeasonal Support DriverSHIFT YOUR TEAMWho exactly are UPS Seasonal Support Drivers?As a Seasonal Support Driver you'll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors, and being behind...


  • Pennington, United States United Parcel Service Full time

    SHIFT YOUR FUTURESeasonal Support DriverSHIFT YOUR TEAMWho exactly are UPS Seasonal Support Drivers?As a Seasonal Support Driver you'll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors, and being behind...

  • Nurse Manager

    2 weeks ago


    Pennington, United States Capital Health (US) Full time

    Job DescriptionWork ShiftCapital Health is the region's leader in providing progressive, quality patient care with significant investments in our exceptional physicians, nurses and staff, as well as advance technology. Capital Health is a five-time Magnet-Recognized health system for nursing excellence and is comprised of 2 hospitals. Capital Health Medical...

  • Nurse Manager

    2 months ago


    Pennington, United States Capital Health (US) Full time

    Job DescriptionWork ShiftCapital Health is the region's leader in providing progressive, quality patient care with significant investments in our exceptional physicians, nurses and staff, as well as advance technology. Capital Health is a five-time Magnet-Recognized health system for nursing excellence and is comprised of 2 hospitals. Capital Health...