LPL Financial
Service Team Lead
LPL Financial, Fort Mill, South Carolina, United States, 29715
Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? If so, LPL Financial is the place for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than
20,000
financial advisors,
1,100+
institution-based investment programs, and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice.Job Overview:
The primary role of a
Service Team Lead
is to support an inbound call center team dedicated to servicing the needs of our Financial Advisors. You will support the team by working together to provide a group of LPL Financial customers with world-class service. Answering questions from Service Professionals and Advisors will be a high priority. You will be responsible for guiding the team to self-solution advisor needs and produce results.Responsibilities:
Handle elevated or complex calls and take ownership of resolution.Staff the New Advisor Support phone lines when Service Levels warrant support.Own inquiries and see them through to a timely resolution.Participate in queue watch to ensure staff has support with issues.Lead team meetings and huddles as needed.Onboard new team members and provide real-time coaching to Service Professionals.Receive feedback from Service Professionals to facilitate process improvements and identify training opportunities.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 are able to execute in a way that encourages
creativity
and
continuous improvement .Requirements:
1-2 years of previous customer service experience.1-2 years of financial services experience.SIE required and must obtain within 90 days.Preferences:
Bachelor's degreeInvestment services experienceCore Competencies:
MS Office, BETA, ClientWorks, Siebel, Documentum, NAO Tool, MM Tool, Repapering, and Block TransferStrong client focus.Ability to provide effective feedback.Excellent verbal and written communication skills.Strong work ethic.Excellent organizational skills.Pay Range:
$27.06-$40.59/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.Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.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.
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20,000
financial advisors,
1,100+
institution-based investment programs, and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice.Job Overview:
The primary role of a
Service Team Lead
is to support an inbound call center team dedicated to servicing the needs of our Financial Advisors. You will support the team by working together to provide a group of LPL Financial customers with world-class service. Answering questions from Service Professionals and Advisors will be a high priority. You will be responsible for guiding the team to self-solution advisor needs and produce results.Responsibilities:
Handle elevated or complex calls and take ownership of resolution.Staff the New Advisor Support phone lines when Service Levels warrant support.Own inquiries and see them through to a timely resolution.Participate in queue watch to ensure staff has support with issues.Lead team meetings and huddles as needed.Onboard new team members and provide real-time coaching to Service Professionals.Receive feedback from Service Professionals to facilitate process improvements and identify training opportunities.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 are able to execute in a way that encourages
creativity
and
continuous improvement .Requirements:
1-2 years of previous customer service experience.1-2 years of financial services experience.SIE required and must obtain within 90 days.Preferences:
Bachelor's degreeInvestment services experienceCore Competencies:
MS Office, BETA, ClientWorks, Siebel, Documentum, NAO Tool, MM Tool, Repapering, and Block TransferStrong client focus.Ability to provide effective feedback.Excellent verbal and written communication skills.Strong work ethic.Excellent organizational skills.Pay Range:
$27.06-$40.59/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.Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.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.
#J-18808-Ljbffr