Client Experience Manager - Client Compensation

LPL Financial•Fort Mill, SC

9d•$28 - $47

About The Position

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The Client Experience Manager – Client Compensation is responsible for assisting with complex and escalated inquiries from the Employee Model. This role partners with teammates on LINSCO, Liquidity & Succession, and Field Management to research and resolve cases regarding compensation inquiries received from our Employee Advisors.

Requirements

5+ years of service or comparable experience
3+ years of experience in Financial Services industry or comparable experience
3+ Proficiency in Microsoft Excel skills (e.g. pivot tables, advanced functions)
Proven success working in customer service-related field
Understanding of the advisor role
Organizational and critical thinking skills
Strong verbal and written skills
Excellent phone communication, listening, and consultation and de-escalation skills – with a focus on understanding each advisor’s unique needs

Nice To Haves

Knowledge of how LPL Commission and Operations
Experience with LINSCO advisors and L&S advisors
Experience with commissions systems (Oracle)
Phone service experience, managing a mailbox
Microsoft Suite experience (Word, PowerPoint, Outlook, Teams)
Securities Industry Essentials (SIE) Certification
Six Sigma Yellow Belt certification
Bachelor’s degree

Responsibilities

Coordinating workflow and resources on the LINSCO Compensation team. Also, assisting with clearing requests and efforts for scheduled payout cycles.
Consulting and providing tailored service to LINSCO Advisors and L&S advisors
Processing and correcting any compensation issues for the employee model within a timely fashion.
Sharing trends and pain points with leadership and business partners to find solutions and pursue process improvements.
Providing subject matter support for other business units including coordinating resolution of escalated issues in group chats and individual consultations.
Assisting with service recovery efforts through coordination of resources to resolve issues with aged requests, escalated issues, and other complex activities that degrade the Advisor experience.
Assisting with conversions to LINSCO or L&S throughout the year as the model continues to grow.
Supporting and, at times, leading initiatives to improve and enhance the Advisor experience while positively impacting the broader LPL organization.
Assisting the broader Client Compensation Service team with overflow calls and cases when needed.