LPL Financial LLC is seeking a Sr. Registered Client Service Associate to provide comprehensive administrative and operational support within a financial advisor's practice.
You will be the primary client contact, ensuring accurate account management and regulatory compliance. Responsibilities include onboarding new clients, processing account openings and transfers, monitoring activity, maintaining CRM records, and coordinating with custodians and internal teams to enhance client engagement and
#J-18808-LjbffrSenior Client Service & Onboarding Specialist in omaha at Unknown Company
This position is listed as full time and onsite.