Compensation Solutions Associate Advisor

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

Job summary

LPL Financial is seeking an Associate Client Compensation Consultant - Service to handle inbound calls and email inquiries about compensation. You will collaborate with Client Compensation and other business units to research and resolve issues, while supporting training and onboarding of new hires.

The role emphasizes customer-centric service, cross-team collaboration, and the ability to educate offices on commissions structures.

Qualifications

• 3+ years in customer service related or comparable industry.
• 2+ years of experience and proficiency in Microsoft Excel (pivot tables experience).

Responsibilities

• Fielding inbound calls and proactively asking probing questions to offices to assist with full spectrum of inquiries.
• Researching and following through to resolution on cases created from inbound calls and emails.
• Assuming ownership of complex situations, setting expectations, and taking appropriate actions to resolve inquiries in a timely manner.

Skills

Customer service

Verbal communication

Written communication

Education

Bachelor's degree in finance

SIE certification

Tools

Microsoft Excel

Dynamics

Client Works

Oracle

Job description

LPL Financial is seeking an Associate Client Compensation Consultant - Service to handle inbound calls and email inquiries about compensation. You will collaborate with Client Compensation and other business units to research and resolve issues, while supporting training and onboarding of new hires.

The role emphasizes customer-centric service, cross-team collaboration, and the ability to educate offices on commissions structures.