Client Success Team Lead – Financial Services

LPL Financial; Tempe (AZ); Hybrid; USD 67,000 - 111,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial in Tempe, AZ is seeking a Service Manager to lead a team of about 15 service professionals within our Client Success group, coaching for real-time performance and delivering exceptional client service. You will use frontline metrics to guide development, handle escalations, and partner with HR and leadership to address coaching needs and drive continuous improvement.

The role emphasizes collaboration, integrity, and a client-centric approach as we support advisors in serving their

Qualifications

• Bachelor’s degree or 6+ years related experience.
• 2+ years as a team lead or manager of a team.
• SIE and S7 licenses are required.
• Strong coaching and performance management skills.

Responsibilities

• Directly lead a team of about 15 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results.
• Coach individual team members in real-time, inclusive of coaching sessions after pain points identified or client escalation to further develop your team’s call management skills.
• Support Service Professionals and clients through service escalations, as needed.
• Use performance reports, including individual frontline metrics and various team metrics to better coach and develop your team, and manager performance as necessary.
• Identify team performance trends and areas for improvement to enhance team efficiency and advocate for additional resources when necessary.
• Identify, interview, and hire exceptional team members, ensuring thorough evaluation and strategic selection.
• Execute administrative management responsibilities, including timecard approvals, reviewing time-off requests, and monitoring attendance.
• Partner with HR colleagues and advise senior leadership on progressive counseling needs for Service Professionals, actively participating in the creation and presentation of action plans to enhance performance.

Skills

Coaching

Team leadership

Customer service

Communication

Problem solving

Agile mindset

Education

Bachelor’s Degree or 6+ years related experience

2+ years team lead experience

Tools

SIE

S7

Job description

LPL Financial in Tempe, AZ is seeking a Service Manager to lead a team of about 15 service professionals within our Client Success group, coaching for real-time performance and delivering exceptional client service. You will use frontline metrics to guide development, handle escalations, and partner with HR and leadership to address coaching needs and drive continuous improvement.

The role emphasizes collaboration, integrity, and a client-centric approach as we support advisors in serving their