What are the responsibilities and job description for the MGR, Service Center - Core Service position at LPL Financial Holdings, Inc.?
Are you a leader? Do you have a passion for motivating and engaging others? Do you thrive in a fast-paced high-energy work environment? Can you build meaningful relationships with co-workers and clients? Can you develop and motivate staff to achieve their goals and support their career aspirations?
Excited to learn more? If so, then this could be the role for you!
Job Overview :
The Service Center is the first point of contact for LPL Financial Advisors who have inquiries related to service and operational needs. The Service Manager for the NADBAdv Team within Core Service is responsible for leading and developing a team specialized in all Core Service subject matters (New Accounts, Direct Business, Advisory, Move Money, Account Transfers). The manager instills a great customer service mindset in their direct reports and is accountable for real time resolutions. The manager has the opportunity to lead initiatives to drive business efficiency and continuity
Responsibilities :
- Drive individual and team performance
- Take a solution oriented approach to escalated items in real time
- Develop your agent's talent and support their career goals
- Identify potential areas of opportunity for staff and provide ongoing coaching
- Lead various meetings to recognize and share new information with the team
- Foster a culture where team members can bond and trust each other
- Maintain focus while maneuvering multiple tasks
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 :
Core Competencies :
Preferences :
Pay Range :
64,800-$108,000 / year
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?
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
Salary : $64,800 - $108,000
