LPL Financial

Manager, Service Center

Tempe

Sponsorship not specified$67k-$111kDetected 8 days ago

Project ManagementHRCustomer SupportLeadershipCommunicationProblem SolvingCritical ThinkingMentoring

About the role

As a Service Manager at LPL Financial, you'll step into a pivotal role at the heart of our Client Success team.
For further information about LPL, please visit www.lpl.com.
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.

Directly lead and guide a team of about 15 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results
Coach individual team members in real time, inclusive of coaching sessions after pain points identified or client escalation so as to further develop your team's call management skills
Support Service Professionals and clients through service escalations, as needed
Use performance reports, including individual frontline metrics and various team metrics to better coach and develop your team, and manager performance as necessary
Partner with HR colleagues and advise senior leadership on progressive counseling needs for Service Professionals, actively participating in the creation and presentation of action plans to enhance performance
We want strong collaborators who can deliver a world-class customer service experience for LPL's Financial Professionals.
And they have the freedom to manage their client relationships, because they know their clients best.
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SIE and Series S7 required within 90 days of employment
Experience coaching, employee development and managing and supporting employee performance
Demonstrated proficiency in customer service
Problem solving skills and ability to analyze performance data trends

Bachelor's Degree preferred or 6+ years experience in financial services or wealth management

$66,744.00 - $111,240.00
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.

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.

This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.