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Client Experience Manager – Client Compensation
LPL Financial. Coordinating workflow and resources on the LINSCO Compensation team.
Posted 4/2/2026full-timeFort Mill • North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $28 - $47 per hourWebsite
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
ATS Keywords
✓ Tailor your resumeApplicant 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