Senior Consultant, Client Feedback

LPL Financial

. Manage and triage incoming client feedback, ensuring timely acknowledgment, accurate routing, and closed-loop communication.

Posted 5/20/2026full-timeTempe • Texas • 🇺🇸 United StatesSenior💰 $75,396 - $125,660 per yearWebsite

About the role

Key responsibilities & impact

Manage and triage incoming client feedback, ensuring timely acknowledgment, accurate routing, and closed-loop communication.
Serve as a quality control checkpoint for consistent, professional client communications.
Monitor timelines and service level expectations, flagging risks or delays and escalating issues as appropriate.
Partner with feedback SMEs to support delivery of responses by tracking progress, sending reminders, and reinforcing expectations.
Identify stale or aging feedback items and proactively re-engage stakeholders to move items forward.
Participate in working sessions or support touchpoints with SMEs to address complex or sensitive feedback, escalating as needed.
Maintain assigned SME coverage areas by supporting topic alignment and onboarding activities.
Contribute to feedback reporting and governance activities by identifying issues, suggesting improvements, and following established workflows.
Demonstrate and reinforce client-centric and hospitality-minded behaviors through daily actions and interactions.

Requirements

What you’ll need

3-5 years' experience in client experience, feedback management, operations, or service quality roles.
1+ years' experience in the wealth management industry.
Bachelor’s degree in communications, business administration, social sciences or related field, or equivalent years’ work experience.

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client communicationquality controlrisk managementstakeholder engagementproblem-solvingfeedback managementservice qualitytimelinessorganizational skillsclient-centric behavior