Service Center Manager

LPL Financial

. Handle Financial Advisor immediate escalations needing management contact and advanced support issues .

Posted 5/22/2026full-timeFort Mill • Arizona, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $66,744 - $111,240 per yearWebsite

About the role

Key responsibilities & impact

Handle Financial Advisor immediate escalations needing management contact and advanced support issues
Monitor, coach, set performance goals, and motivate staff
Help frontline agents with questions from advisors and office staff
Assist in the training process of support staff
Track their training progress and decide when they have reached milestones to move them on the next level of training
Administrative management duties: timecard approvals, interviews, review time off requests, track attendance etc
Provide superior customer service to a large base of financial advisors by handling incoming phone calls when needed including escalations
Advise AVP/VP when there is a need for progressive counseling of a Service Professional
Assist in writing and presenting the action plan and guidance to improve the Service Professional’s performance
Monitor Frontline ACD performance reports looking for trends and areas of improvement
Interview and make staffing decisions for hiring Service Professionals

Requirements

What you’ll need

Experience as a team lead or manager of a team
SIE required to apply
Series 7 can be obtained within 90 days of employment
Bachelor’s Degree or 6+ years progressive experience in related fields
Financial services or FinTech experience
Training in multiple skills
Move Money, Transfers, New Accounts and Direct Business
Call center or service center high volume call and team management
Professional coaching certifications
Knowledge of project management tools and techniques
Experience managing hybrid employees (in-office and remote)

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

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

Hard Skills & Tools

team managementperformance coachingcustomer servicetraining developmentcall center managementproject managementfinancial servicesFinTechescalation handlingstaffing decisions

Soft Skills

leadershipmotivationcommunicationorganizational skillsproblem-solvinginterpersonal skillscoachingperformance monitoringdecision makingtraining assessment

Certifications

SIESeries 7professional coaching certifications