Case Manager

LPL Financial•Fort Mill, SC

33d•$25 - $42

About The Position

The primary role for a Case Management Team member is to partner with Service Professionals, Managers, Operations, and other business partners to resolve complex issues. Performing in a team environment, the case managers expected to research complex issues and resolve in a timely manner. This person will operate with wide latitude for making independent decisions and recommendations, which typically have significant financial, operational, legal, or reputational impact. This person will provide expert advice and recommendations to Advisors and management, work with minimal guidance and act as a liaison between various business units and as a resource for less experienced Service Professionals.

Requirements

2+ years of financial services /customer service experience.
SIE required.
Bachelors or equivalent work experience.
Strong attention to detail with a pro-active approach to solving and preventing problems.
Ability to work under pressure/deadlines and manage multiple priorities.
Strong time management and organizational skills.
Ability to work with and communicate effectively with various levels throughout the organization.
Ability to learn multiple aspects of the Financial Services industry and understand how it all connects.
Proficiency in Microsoft Office products, specifically Excel, Outlook, and Word.

Responsibilities

Track and communicate directly with Advisors, their office staff, other business partners, and LPL Leadership by phone and email for up to 60 percent of the day.
Research complex situations and analyze service solutions for up to 40 percent of the day.
Participate in various department and company-wide initiatives to help drive efficiencies and enhance clients' service experience.
Create trend reporting to ensure Service Trading and Operations is operating as intended and identify variances immediately to address any issues.
Maintain and continuously update status of incident within the incident tracking software to include the creation of Knowledge base articles for incident resolution.
Be a subject matter expert and ask the right questions to "connect the dots" across a broad array of topics.
Demonstrate analytical thinking and creativity by continually examining and identifying opportunities for improvement within Service Trading and Operations.