Advisory Operations Associate
Human Resources/Financial Services
LHH
$19.00 - $21.00 per Hour
Coppell, TexasContractor
Financial Services
Human Resources
LHH Recruitment Solutions is currently working with a company looking for a Advisory Operations Associate in the Coppell TX area. If you have the qualifications listed below and are interested in this opportunity- apply with us today!
Key Responsibilities:
Process and maintain advisory accounts, verify documentation, and ensure operational compliance.
Utilize Salesforce as the primary system for advisor communication and paperwork processing.
Respond to advisor inquiries via email and phone.
Escalate issues when necessary and ensure timely resolution.
Learn and support Specialty Operations workflows and queues.
Qualifications:
Background in financial services or brokerage operations preferred
Experience with Salesforce and Wellscape platform a plus
Strong organizational and communication skills
Ability to multitask and adapt to change
Highly responsive to coaching and training
Independent and self-motivated
Job Details:
Schedule: Onsite, Monday to Friday, 8 AM to 4:30 PM.
Compensation: $20-21/hr.
Employment Type: 4-5+ month contract
Location: Coppell, TX 75019
If you meet the qualifications above and interested in this opportunity. Please apply today!
Pay Details: $19.00 to $21.00 per hour
Search managed by: Alexis Shillow
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our 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.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Advisory Operations Associate
Human Resources/Financial Services
LHH
$19.00 - $21.00 per Hour
Coppell, TexasContractor
Financial Services
Human Resources
LHH Recruitment Solutions is currently working with a company looking for a Advisory Operations Associate in the Coppell TX area. If you have the qualifications listed below and are interested in this opportunity- apply with us today!
Key Responsibilities:
Process and maintain advisory accounts, verify documentation, and ensure operational compliance.
Utilize Salesforce as the primary system for advisor communication and paperwork processing.
Respond to advisor inquiries via email and phone.
Escalate issues when necessary and ensure timely resolution.
Learn and support Specialty Operations workflows and queues.
Qualifications:
Background in financial services or brokerage operations preferred
Experience with Salesforce and Wellscape platform a plus
Strong organizational and communication skills
Ability to multitask and adapt to change
Highly responsive to coaching and training
Independent and self-motivated
Job Details:
Schedule: Onsite, Monday to Friday, 8 AM to 4:30 PM.
Compensation: $20-21/hr.
Employment Type: 4-5+ month contract
Location: Coppell, TX 75019
If you meet the qualifications above and interested in this opportunity. Please apply today!
Pay Details: $19.00 to $21.00 per hour
Search managed by: Alexis Shillow
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our 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.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.