Advisor Compensation Specialist

LPL Financial LLC; Fort Mill, Charlotte (SC, NC); On-site; USD 31,000 - 52,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an Associate Client Compensation Consultant - Service to handle inbound inquiries, research compensation-related cases, and partner with internal teams. The role emphasizes customer service excellence and proactive problem solving.

Required are 3+ years in customer service and 2+ years of Excel pivot table experience, with potential for training new hires and contributing to process improvements within a large financial services organization.

Qualifications

• 3+ years in customer service or related field.
• 2+ years of experience with Microsoft Excel pivot tables.

Responsibilities

• Field inbound calls and address inquiries from offices.
• Research and resolve compensation-related cases via phone/email.
• Own complex situations and communicate actions to resolve inquiries promptly.
• Assist teammates with compensation tasks and training.

Skills

Customer service experience

Excel (Pivot tables)

Education

Bachelor's degree in finance

SIE certification

Tools

Dynamics

Client Works

Oracle

Varicent

Job description

LPL Financial is seeking an Associate Client Compensation Consultant - Service to handle inbound inquiries, research compensation-related cases, and partner with internal teams. The role emphasizes customer service excellence and proactive problem solving.

Required are 3+ years in customer service and 2+ years of Excel pivot table experience, with potential for training new hires and contributing to process improvements within a large financial services organization.