Advisor Compensation Solution Professional

LPL Financial • Fort Mill, SC

7d • $19 - $32

About The Position

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. Job Overview: The Client Compensation Professional will assist with inbound calls and partners with business units to research and solve issues and cases regarding compensation inquiries received via phone and email. This role assists with billing related items and in planning/supporting high impact projects and initiatives to ensure successful outcomes and results for our department and advisors.

Requirements

• 1+ years in customer service related or comparable industry
• 1+ years of experience within the financial services industry
• 1+ years of experience and proficiency in Microsoft excel (pivot tables experience)
• Excellent phone communication and listening skills with a focus on understanding each advisor’s unique needs
• Self-motivated and adaptive to a fast-paced, changing environment
• Organizational and critical thinking skills
• Understanding of the advisor role

Nice To Haves

• Customer service background with ability to provide excellent experience to clients
• Experience taking inbound calls and making outbound calls talking to advisors
• Experience with tools such as Dynamics, Client Works, and Oracle would be a plus
• Experience with compensation and making corrections would be a plus
• Bachelor’s degree in finance
• SIE certification

Responsibilities

• Handling and researching inquiries and requests through multiple contact points such as phone calls and email.
• First point of contact for assisting Advisors and their staff with inquiries and requests.
• Initiating outbound calls and emails to third-party sponsors and carriers to research commissions and trails.
• Supporting teammates and the department on other compensation tasks and activities.
• Sharing ideas to improve and enhance the advisor experience.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees