Service Team Lead
LPL Financial•Fort Mill, SC
•$28 - $46•Onsite
About The Position
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.
Requirements
- 2+ years of previous customer service experience
- 2+ years of financial services experience
- SIE required and must obtain within 90 days.
- MS Office, BETA, ClientWorks, Siebel, Documentum, NAO Tool, MM Tool, Repapering, and Block Transfer
- Client focus
- Ability to provide effective feedback
- Verbal and written communication skills
- Organizational skills.
Nice To Haves
- Bachelor's degree
- Wealth Management experience
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
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
