Senior Client Feedback Lead

LPL Financial LLC; Tempe (AZ); On-site; USD 75,000 - 126,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial LLC is seeking a Senior Consultant, Client Feedback to ensure a high-quality client experience by coordinating responses and connecting clients with internal SMEs. The role emphasizes timely acknowledgment, routing, and closed-loop communication to sustain service-quality and governance.

The position requires 3–5 years in client experience or related fields, plus 1+ year in wealth management, and a bachelor’s degree.

Qualifications

• 3–5 years in client experience, feedback management, operations, or service quality roles.
• 1+ year in wealth management industry.
• Bachelor’s degree or equivalent work experience.

Responsibilities

• Manage and triage incoming client feedback with timely acknowledgment and routing.
• Serve as a quality control checkpoint for professional client communications.
• Monitor timelines, SLAs, and escalate issues as needed.
• Collaborate with SMEs to track progress and reinforce expectations.
• Identify aging feedback and re-engage stakeholders to move items forward.
• Support sessions with SMEs to address complex feedback and escalation.
• Maintain SME coverage areas and support topic alignment.
• Contribute to feedback reporting and governance workflows.

Skills

Client experience

Operations

Stakeholder coordination

Communication excellence

Prioritization

Education

Bachelor's degree in communications or related field

Tools

CRM tools

Case management platforms

Operational workflows

Medallia

Tableau

Job description

LPL Financial LLC is seeking a Senior Consultant, Client Feedback to ensure a high-quality client experience by coordinating responses and connecting clients with internal SMEs. The role emphasizes timely acknowledgment, routing, and closed-loop communication to sustain service-quality and governance.

The position requires 3–5 years in client experience or related fields, plus 1+ year in wealth management, and a bachelor’s degree.