Advisor Experience Manager

LPL Financial; Fort Mill (SC); On-site; USD 39,000 - 65,000; 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 a Client Experience Manager (CEM) in Client Compensation to own escalated matters to completion and partner with related business units to resolve issues for advisors. You will work with technical analysts to present data, set expectations, and drive corrections to completion across teams.

The role emphasizes collaboration, service excellence for advisors, and driving process improvements within a fast-paced environment.

Qualifications

• 5+ years of experience in Financial Services industry or comparable experience.
• 3+ years of proficiency in Microsoft Excel skills (e.g. pivot tables, advanced functions)
• Bachelor’s degree
• SIE Certification
• Strong verbal and written communication

Responsibilities

• Coordinating workflow and resources for the Commonwealth Compensation team.
• Consulting and providing white glove tailored service to Commonwealth 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 Commonwealth 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.

Skills

Customer service

Excel

Communication

Problem solving

Financial services knowledge

Education

Bachelor’s degree

SIE Certification

Tools

Oracle

Microsoft Suite

Job description

LPL Financial is seeking a Client Experience Manager (CEM) in Client Compensation to own escalated matters to completion and partner with related business units to resolve issues for advisors. You will work with technical analysts to present data, set expectations, and drive corrections to completion across teams.

The role emphasizes collaboration, service excellence for advisors, and driving process improvements within a fast-paced environment.