AVP, Service Center — Client Experience Leader

lplfinancial; Tempe (AZ); Vor Ort; USD 85.000 - 142.000; Vollzeit

Benefits dieser Stelle

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Zusammenfassung

LPL Financial is seeking an AVP of Service based in Tempe to lead multiple service teams delivering transactional support for financial advisors and their offices. The role requires strong people leadership, client focus, and cross-functional collaboration to ensure exceptional service and operational excellence.

Responsibilities include performance management, relationship building with institutional clients, and driving data-driven improvements in call center efficiency.

Qualifikationen

• Bachelor's degree required.
• 5+ years in finance with service mindset and people management.
• 3+ years leadership in a customer contact center.

Aufgaben

• Lead Managers and Financial Service Professionals to achieve role standards and build a strong team culture.
• Build and maintain relationships with institutional clients and ensure expectations are met.
• Identify and resolve operational issues impacting client satisfaction for smooth processes.
• Address complex client issues with tactical and strategic solutions for long-term satisfaction.
• Partner with Client Success Management and Client Solutions teams for enterprise-wide collaboration.
• Track client satisfaction and call center metrics to drive performance improvements for senior leadership.
• Advise on resource capacity and budgeting to deliver excellent client service at optimal cost.

Kenntnisse

People leadership

Client focus

Operational excellence

Problem solving

Performance monitoring

Budget management

Team collaboration

Ausbildung

Bachelor's degree

Jobbeschreibung

LPL Financial is seeking an AVP of Service based in Tempe to lead multiple service teams delivering transactional support for financial advisors and their offices. The role requires strong people leadership, client focus, and cross-functional collaboration to ensure exceptional service and operational excellence.

Responsibilities include performance management, relationship building with institutional clients, and driving data-driven improvements in call center efficiency.