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LPL Financial

Digital Manager, Service Center

LPL Financial

Digital Services Manager leading a team of service representatives to ensure excellent service at LPL Financial. Focusing on coaching, process improvement, and customer satisfaction metrics.

Posted 7/24/2026full-timeFort Mill • North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $66,744 - $111,240 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership in team management, focusing on coaching, employee development, and performance optimization. Proficient in leveraging data insights to enhance customer satisfaction and drive results in a concurrent support environment.

Highest-signal resume keywords
Team LeadershipCoaching and Employee DevelopmentCustomer Service ProficiencyPerformance Data AnalysisSIE and S7 Certifications

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
Performance ReportingCustomer Satisfaction StrategiesData Insights UtilizationFirst Call ResolutionLive Chat Concurrency
Soft Skills
Excellent Communication SkillsProblem-Solving SkillsMotivational Leadership
Certifications & Qualifications
Bachelor’s DegreeSIES7
Industry Keywords
Customer ManagementTeam ManagementEmployee PerformanceConcurrent Support Environment

About the role

Key responsibilities & impact
  • Directly lead and guide your team, setting performance and career objectives
  • Provide coaching and foster motivation to achieve optimal results
  • Coach individual team members, addressing pain points and client escalations to enhance customer management skills
  • Leverage data insights to iterate and innovate existing processes
  • Develop and implement strategies to increase customer satisfaction, first call resolution, and live chat concurrency
  • Support Service Professionals and clients during escalations
  • Use performance reports to coach and develop your team
  • Identify trends and areas for improvement
  • Identify, interview, and hire exceptional team members
  • Handle timecard approvals, review time-off requests, and monitor attendance
  • Establish productive relationships with key business partners, including live chat product and tech owners

Requirements

What you’ll need
  • Bachelor’s Degree or 6+ years of progressive experience in related fields
  • Minimum of 2 years as a team lead or manager of a team
  • SIE Required
  • S7 required or obtained within 90 days of employment
  • Highly skilled at coaching, employee development, and managing and supporting employee performance
  • Strong ability to drive results within a concurrent support environment
  • Demonstrated proficiency in customer service
  • Excellent communication skills; both written and verbal
  • Problem-solving skills and ability to analyze performance data trends

Benefits

Comp & perks
  • Competitive pay and compensation package
  • Comprehensive benefits packages include health care, paid vacation and holiday time off, paid volunteer time off, and more
  • Access to onsite gym, recreation spaces, and cost-free mental wellness support