• Job Description

  Req#: R-044954

  Are you a team player who seeks continuous learning opportunities? Are you interested in contributing to a meaningful client experience? Are you interested in being part of a team that is working to transform and do things differently?

  If so, we may have the role for you!

  
  Job Overview:

  
  Our Core Service Team Lead provides outstanding service while acting as a resource, leader, and mentor to frontline Service Professionals. The Service Team Lead instills a great customer service mindset in their peers, facilitates real time support, and assists with any situations before it becomes an escalation.

  
  Responsibilities:

  
  · Provide real time support to Core Service
  · Partner with Operations to resolve complex and out-of-SLA issues
  · Consult frontline Service Professionals on how to respond to customer issues effectively
  · Monitor employee adherence, phone volumes, emails, and processing as needed
  · Regularly exercise discretion and business judgment; research and resolve advisor issues before it becomes an escalation
  · Help manager gather talking points for monthly coaching sessions
  · Assist with Business Initiatives

  · Provide service level recovery assistance as needed

  · Subject matter expert on operational policies and procedures and be able to communicate them
  across all levels effectively, both internally and externally

  
  What are we looking for?

  
  We want strong collaborators who can deliver a world-class client experience. We are looking for
  people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a
  way that encourages creativity and continuous improvement.

  
  Requirements:

  • Associate degree or equivalent work experience in a related discipline
  • SIE Required
  • 1-2 years of previous customer service experience

  
  Core Competencies:

  • Effective time management
  • ·Effective peer coaching
  • Strong client focus
  • Strong desire to grow in leadership and personnel management
  • Strong attention to detail
  • ·Ability to remain versatile and multitask
  • Ability to demonstrate flexibility in a fast changing environment

  Preferences:

  • 3 – 5 years of call center experience working in a financial service environment
  • Bachelor’s degree, preferably in Business or Finance
  • Prior Supervisory or Management experience
  • Other FINRA licenses, or professional credentials or certifications
  • Adobe, Box, ClientWorks, Documentum, Engage, LexisNexis, Medallia, MS Dynamics, Nice CXone, ServiceWorks, SharePoint, SmarTerm BETA, Smartsheet, Tableau, Webstation, Workday

  
  

  Pay Range:

  $27.06-$45.10/hour

  
  

  Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

  
  

  Company Overview:

  LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

  At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

  Join LPL Financial: Where Your Potential Meets Opportunity

  At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

  Why LPL?

  • Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

  • Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

  • Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

  • Impactful Work: Our size is just right for you to make a real impact. Learn more here!

  • Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

  • Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

  Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

  Information on Interviews:

  LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

  EAC1.22.25

• About the company

  LPL Financial Holdings Inc was founded in 1968 and is considered the largest independent broker-dealer in the United States.

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