Service Team Lead

Where ambition meets innovation: build a career that matches your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

About the role

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 LPL Financial customers with world-class service. Answering questions from Service Professionals and Advisors will be a high priority. You will guide the team to self-solution advisor needs, produce results, provide subject matter expertise, and identify coaching and training opportunities.

Responsibilities

• Handle elevated or complex calls and take ownership of resolution
• 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

Requirements

• 2+ years of previous customer service experience
• 2+ years of financial services experience
• SIE required and must obtain within 90 days

Skills

• 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

Preferences

• Bachelor's degree
• Wealth Management experience

Pay

Pay Range: $27.88–$46.45/hour. Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Benefits

LPL offers a highly competitive Total Rewards package designed to support your success at work, at home, and at play—such as 401K matching, health benefits, employee stock options, paid time off, and volunteer time off.

About LPL Financial

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, 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 advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.