LPL Financial

Client Experience Manager

LPL Financial

full-time

Posted on:

Location Type: Hybrid

Location: Fort Mill • North Carolina • South Carolina • United States

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Salary

💰 $28 - $47 per hour

About the role

  • Owning and coordinating multifaceted and escalated cases to completion for Strategic Wealth advisors and internal partners.
  • Setting expectations regularly with advisors and business partners on status of requests and providing education on the process.
  • Coordinating with technical analysts to produce custom reports and utilize reporting to provide consultation to business partners and Advisors regarding various commission related inquiries.
  • Creating and presenting educational material on Client Compensation for business partners and Advisors.
  • Operating as business representatives for process improvement projects, acquisitions, and high touch inquiries.
  • Working with related business units to assist on conversions and educating advisors pre and post conversion.
  • Project manage initiatives for process and product improvements within Client Compensation.
  • Processing functions to include new advisor onboarding, compensation corrections, Strategic Wealth B2B fee processing, Query Batch and any ad hoc requests from internal partners.

Requirements

  • 5+ years of service or comparable experience
  • 3+ years of experience in Financial Services industry or comparable experience
  • 3+ Proficiency in Microsoft Excel skills (e.g. pivot tables, advanced functions)
Benefits
  • health benefits
  • 401K matching
  • employee stock options
  • paid time off
  • volunteer time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Microsoft Excelpivot tablesadvanced functionsreportingproject managementprocess improvementcompensation correctionsB2B fee processingnew advisor onboardingcustom reports
Soft Skills
coordinationcommunicationeducationconsultationexpectation settingpresentationproblem-solvinginterpersonal skillsorganizational skillsstakeholder management