Service Center Manager
Responsibilities
- Handle Financial Advisor immediate escalations needing management contact and advanced support issues
- Monitor, coach, set performance goals, and motivate staff
- Help frontline agents with questions from advisors and office staff. Assist in the training process of support staff.
- Track their training progress and decide when they have reached milestones to move them on the next level of training
- Administer administrative management duties such as timecard approvals, interviews, review time off requests, track attendance etc.
- Provide superior customer service to a large base of financial advisors by handling incoming phone calls when needed including escalations
- Advise AVP/VP when there is a need for progressive counseling of a Service Professional. Assist in writing and presenting the action plan and guidance to improve the Service Professional’s performance
- Monitor Frontline ACD performance reports looking for trends and areas of improvement
- Interview and make staffing decisions for hiring Service Professionals
Requirements
- Experience as a team lead or manager of a team
- SIE required to apply. Series 7 can be obtained within 90 days of employment
- Prioritize collaboration, delivering exceptional client experiences, and thriving in fast-paced, team-oriented environments
- Strong candidates should have a Bachelor’s Degree or 6+ years progressive experience in related fields
- Financial services or FinTech experience
- Training in multiple skills
- Move Money, Transfers, New Accounts and Direct Business
- Call center or service center high volume call and team management
- Professional coaching certifications
- Knowledge of project management tools and techniques
- Experience managing hybrid employees (in-office and remote)
Qualifications
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Skills
Strong leadership and communication skills, ability to handle multiple tasks simultaneously, and proficiency in managing a team of professionals.
Benefits
Competitive compensation, including a pay range of $66,744.00 - $111,240.00, based on relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additional benefits include:
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Pay
$66,744.00 - $111,240.00
Schedule
Full-time
Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.