LPL Financial
Service Team Lead
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. The primary role of a Service Team Lead is to support an inbound call center team dedicated to servicing the needs of our Financial Advisors. You will support the team by working together to provide a group of LPL Financial customers with world-class service. Answering questions from Service Professionals and Advisors will be a high priority. You will be responsible for guiding the team to self-solution advisor needs and produce results. You are expected to provide subject matter expertise to support the team's learning and to identify coaching and training opportunities. Responsibilities: Handle elevated or complex calls and take ownership of resolution. Will staff the New Advisor Support phone lines when Service Levels warrant support. Own inquiries and see them through to a timely resolution. Participate in queue watch to ensure staff has support with issues. Lead team meetings and huddles as needed. Onboard new team members and provide real time coaching to Service Professionals. Receive feedback from Service Professionals to facilitate process improvements and identify training opportunities. 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: 1-2 years of previous customer service experience. 1-2 years of financial services experience. SIE required and must obtain within 90 days. Core Competencies: MS Office, BETA, ClientWorks, Siebel, Documentum, NAO Tool, MM Tool, Repapering, and Block Transfer Strong client focus. Ability to provide effective feedback. Excellent verbal and written communication skills. Strong work ethic. Excellent organizational skills. Preferences: Bachelor's degree Investment services experience Pay Range: $27.06-$45.10/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! 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.
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. The primary role of a Service Team Lead is to support an inbound call center team dedicated to servicing the needs of our Financial Advisors. You will support the team by working together to provide a group of LPL Financial customers with world-class service. Answering questions from Service Professionals and Advisors will be a high priority. You will be responsible for guiding the team to self-solution advisor needs and produce results. You are expected to provide subject matter expertise to support the team's learning and to identify coaching and training opportunities. Responsibilities: Handle elevated or complex calls and take ownership of resolution. Will staff the New Advisor Support phone lines when Service Levels warrant support. Own inquiries and see them through to a timely resolution. Participate in queue watch to ensure staff has support with issues. Lead team meetings and huddles as needed. Onboard new team members and provide real time coaching to Service Professionals. Receive feedback from Service Professionals to facilitate process improvements and identify training opportunities. 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: 1-2 years of previous customer service experience. 1-2 years of financial services experience. SIE required and must obtain within 90 days. Core Competencies: MS Office, BETA, ClientWorks, Siebel, Documentum, NAO Tool, MM Tool, Repapering, and Block Transfer Strong client focus. Ability to provide effective feedback. Excellent verbal and written communication skills. Strong work ethic. Excellent organizational skills. Preferences: Bachelor's degree Investment services experience Pay Range: $27.06-$45.10/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! 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.