What are the responsibilities and job description for the Manager - Unaligned Client Support Team position at LPL Financial?
Job Overview :
The Manager of the Unaligned Client Support team will be responsible for leading a team of employees and contingent workers who will serve as the first point of contact for clients who are not currently working with a financial advisor. Initial team priority will be the collection of missing CIP information from the Prudential unaligned client population through mailings and outbound call campaigns. You will be responsible for motivating your team members in a manner consistent with LPL Financials values.
Responsibilities :
- Provide strategic leadership while staying tactically close to the day-to-day operations of the team
- Serve as a point of escalation to assist with resolution of client complaints and serve as a back up to phone queues in times of heavy volume
- Conduct team meeting to provide updates and to provide the team a forum to address questions and / or concerns
- Train, develop, and mentor a team through coaching, rewards & recognition, and by providing developmental opportunities
- Administrative management duties : track attendance, timecard approvals, interviews, review time off requests, etc.
- Track and report on team’s KPIs and remediation progress
- Coordinate with internal business partners as needed, such as for coordinating the resignation & closure of accounts missing CIP after remediation period.
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 / yearActual 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
