LPL Financial

We take care of our advisors, so they can take care of their clients.

AVP, Client Experience Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 5,001-10,000Since LPL FinancialH1B SponsorCompany SiteLinkedIn

Location

Arizona + 2 moreAll locations: Arizona, California, North Carolina

Posted

2 days ago

Salary

$97.5K - $162.5K / year

Bachelor Degree3 yrs expEnglish

Job Description

• Lead a pod of dedicated service professionals, service manager, and case management supporting 200 of our Master’s level financial advisor practices. • Serve as primary point of contact for complex cases and escalations for firms assigned to a pod. • Work with cross functional leadership teams to partner in resolving friction items and identify continuous improvement opportunities. • Utilize and maintain a client-level performance dashboard.

Job Requirements

  • Minimum of 3 years’ experience in the finance industry with strong background in service, operations or compliance
  • Bachelor’s degree or 2+ years of college level courses with commensurate financial services work experience
  • Series 7 required or obtained within 90 days.

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

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