LPL Financial

Client Experience Manager – Client Compensation

LPL Financial

full-time

Posted on:

Location Type: Office

Location: Fort Mill • North Carolina • United States

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Salary

💰 $28 - $47 per hour

About the role

  • Coordinating workflow and resources on the LINSCO Compensation team.
  • Assisting with clearing requests and efforts for scheduled payout cycles.
  • Consulting and providing tailored service to LINSCO Advisors and L&S advisors.
  • Processing and correcting any compensation issues for the employee model within a timely fashion.
  • Sharing trends and pain points with leadership and business partners to find solutions and pursue process improvements.
  • Providing subject matter support for other business units including coordinating resolution of escalated issues in group chats and individual consultations.
  • Assisting with service recovery efforts through coordination of resources to resolve issues with aged requests, escalated issues, and other complex activities that degrade the Advisor experience.
  • Assisting with conversions to LINSCO or L&S throughout the year as the model continues to grow.
  • Supporting and, at times, leading initiatives to improve and enhance the Advisor experience while positively impacting the broader LPL organization.
  • Assisting the broader Client Compensation Service team with overflow calls and cases when needed.

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)
  • Proven success working in customer service-related field
  • Understanding of the advisor role
  • Organizational and critical thinking skills
  • Strong verbal and written skills
  • Excellent phone communication, listening, and consultation and de-escalation skills
Benefits
  • 401K matching
  • health benefits
  • 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 functions
Soft Skills
organizational skillscritical thinking skillsverbal communicationwritten communicationphone communicationlistening skillsconsultation skillsde-escalation skills