What are the responsibilities and job description for the Sr. Program Support Coordinator position at LPL Financial?
As a Service Program Support Coordinator, your primary responsibilities will be organizing and coordinating project activities, maintaining project schedules, communicating with stakeholders, and ensuring project documentation is up-to-date. You will work closely with the VP of Premium Support Business Management and the Service Management teams to ensure clients receive a world-class onboarding experience.
This will involve working with the leadership team in developing, implementing, and monitoring client onboarding strategies, managing client content, and monitoring client satisfaction levels. Additionally, you will be responsible for maintaining client databases and collaborating with the Service Management teams to implement process improvements.
The ideal candidate for this position will possess an entrepreneurial spirit, strong leadership skills, strong analytical skills, excellent communication skills, and experience working in cross-functional matrices while leading the coordination of multiple projects.
Responsibilities :
- Support Vice President in administering, coordinating and planning department projects, project status reports and ongoing reporting deliverables
- Maintain accurate project documentation, including meeting minutes, project reports, and deliverables
- Organize and lead project meetings, ensuring agendas are clear and action items are assigned
- Facilitation, creation and maintenance of department collateral
- Assume ownership of tasks and see them through to a timely resolution
- Monitor and maintain client databases
- Organizing department events, including submitting and creating necessary documents
- Become accomplished in use of all relevant tools and resources
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 :
LI-PA
Pay Range :
63,900.00 - $106,500.00Actual 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 : $63,900 - $106,500
