What are the responsibilities and job description for the Service Resolution Professional position at LPL Financial?
Job Overview :
The Service Resolution Professional is responsible for assisting the manager with leading and developing the unaligned client support team. 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 strong, compassionate, and visible leadership which fosters positive attitudes and trust among employees and our clients; serve as back-up to the manager in his / her absence
Consult with front line associates on how to effectively respond to customer issues
Resolve escalated issues, taking ownership and ensuring the situation is completely resolved
Monitor phone queues and real time adherence to ensure associates are adhering to their assigned schedules; serve as a back up to phone queues in times of heavy volume
QC phone calls and operational tasks to ensure they are completed correctly; provide coaching where necessary
Track and report on team’s KPIs and remediation progress
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 :
Bachelor’s degree or equivalent work experience in a related discipline required
Proactive collaboration and service-based responses with business partners on escalated issues
1-2 years of previous customer service experience
1-2 years of financial services experience required; investment services preferred.
Experience with all Microsoft applications, particularly, Excel, Word, and PowerPoint
Core Competencies :
Positive, customer-focused attitude and demeanor with desire to provide outstanding service
Excellent verbal and written communication skills, a strong work ethic, and extremely organized
Must have excellent PC and data input skills
Preferences :
Experience with LPL Systems
SIE or other FINRA licenses
Flexibility to work varying schedules and hours as needed
Pay Range :
26.39-$43.99 / hourActual 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 : $26 - $44
