Technical Case Manager

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

We are standing-up a new Employee Advisor focused Help Desk, aimed at providing white-glove support to our newest set of customers, Employee Advisors, and their offices. This dedicated group of problem solvers will serve as case managers for all things IT to this select group of customers.

Responsibilities:

• The daily functions of this role will serve as a contact point (via phone, email, Chat etc.) to a new group of customers. The role will require a consistent delivery of customer focused support, owning issues as Case Manager until resolution. Quickly resolving IT issues with a friendly approach will be critical to the success of the candidate.

• Assist in preparing, maintaining, and upholding procedures for logging, reporting, and statistically monitoring PC performance.

• Accurately document instances of hardware failure, repair, installation, and removal.

• Assist in developing strategies and capacity planning for future computer hardware needs.

• Support development and implementation of new technology in the IT/Office/Financial Advisor environment

• Application support for internal build software

• Technical support on-site or via phone or email

• Install or repair Windows or Macintosh computers with standardized applications and networking software, diagnosing, and solving problems that develop in their operations.

• Respond to user questions and explain the operation of network applications and equipment.

• Assist in the maintenance of standards and documentation.

• Performs analytical, technical, and administrative work in planning, installing, supporting computer equipment and software under moderate supervision.

• Resolves and researching complex issues within the trading environment involving Desktops and Citrix platforms.

• Consult with end users to determine optimal configuration of equipment and applications.

• You will be expected to exercise judgment within generally defined practices and policies in selecting methods and techniques for obtaining solutions.

• Less than 10% travel required.

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:

• Experience with hardware knowledge for laptops, desktop, servers and networking

• Strong customer service skills are key

• Ability to manage multiple open cases at a time

Core Competencies:

• Attention to detail in the performance of duties and in documentation

• Ability to understand scope and impact of issues and coordinate support accordingly

• Customer-Centric and holistic approach to workload

Preferences:

• IT Certifications a plus (A , Net , HDI etc)

• Preferred previous Financial Advisor Support experience or other relevant experience

• Finra License a major plus but not required (Series 99)

Pay Range:

$26.34-$43.90/hour

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!

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

We take social responsibility seriously.

Want to see info on our benefits?

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.