What are the responsibilities and job description for the Manager, Service Center position at LPL Financial?
Job Overview :
The new Manager, Service Center will manage 10 - 15 staff in LPL Financial New Advisor Care Team. New Advisor Care is the first point of contact for LPL Financial Advisors who have inquiries related to accounts that converted over from their previous broker / dealer firm. The Manager position will oversee staff on the New Advisor Care Team. The ideal candidate would have experience managing an Advisor Support call center team.
Responsibilities :
- 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 to the next level of training.
- Administrative management duties : timecard approvals, interviews, review time off requests, track attendance, etc.
- Conduct daily huddles via WebEx to ensure consistent communication wit
- Embrace advisor feedback and seek to identify ways to improve advisor experience
- Regularly exercise discretion and business judgment
- Provide superior customer service to large base of financial advisors by handling incoming phone calls when needed including escalations.
- Ensure staff are adhering to assigned shifts and completing work in a timely manner
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 :
Pay Range :
64,800.00 - $108,000.00Actual 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.
Salary : $64,800 - $108,000
