Senior Consultant, Client Feedback

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

Job summary

LPL Financial Holdings Inc. is seeking a Senior Consultant, Client Feedback to drive a high‑quality client experience by coordinating feedback responses and linking clients with internal SMEs.

The role emphasizes timely acknowledgement, routing accuracy, and closed‑loop communications within a structured governance framework. You will monitor SLAs, escalate issues as needed, and work with cross‑functional teams to ensure consistency and professionalism in client interactions.

Qualifications

• 3-5 years’ experience in client experience, feedback management, operations, or service quality roles.
• 1+ years’ experience in the wealth management industry.
• Bachelor’s degree in communications, business administration, social sciences or related field, or equivalent years’ work experience.

Responsibilities

• Manage and triage incoming client feedback, ensuring timely acknowledgment, accurate routing, and closed‑loop communication.
• Serve as a quality control checkpoint for consistent, professional client communications.
• Monitor timelines and service level expectations, flagging risks or delays and escalating issues as appropriate.
• Partner with feedback SMEs to support delivery of responses by tracking progress, sending reminders, and reinforcing expectations.
• Identify stale or aging feedback items and proactively re‑engage stakeholders to move items forward.
• Participate in working sessions or support touchpoints with SMEs to address complex or sensitive feedback, escalating as needed.
• Maintain assigned SME coverage areas by supporting topic alignment and onboarding activities.
• Contribute to feedback reporting and governance activities by identifying issues, suggesting improvements, and following established workflows.
• Demonstrate and reinforce client‑centric and hospitality‑minded behaviors through daily actions and interactions.

Skills

Ownership & Reliability

Client Focus & Execution

Collaboration & Stakeholder Coord.

Communication Excellence

Prioritization & Operational

Education

Bachelor’s degree in Communications, Business Administration, Social Sciences or related field

Tools

Medallia

Tableau

Job description

Where Ambition Meets InnovationBuild a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:The Senior Consultant, Client Feedback plays a key role in delivering a high‑quality client experience by supporting the day‑to‑day execution of the firm’s closed‑loop feedback process. This role is responsible for coordinating client feedback responses and serving as a primary point of connection between clients and internal subject matter experts (SMEs).The Senior Consultant, Client Feedback focuses on operational consistency, responsiveness, and follow‑through, ensuring feedback is acknowledged, routed, and tracked in a timely and professional manner. Working closely with program leadership, the role supports escalation management, adheres to established governance, and contributes to a positive, client‑centric experience through disciplined execution.Responsibilities:Manage and triage incoming client feedback, ensuring timely acknowledgment, accurate routing, and closed‑loop communication.Serve as a quality control checkpoint for consistent, professional client communications.Monitor timelines and service level expectations, flagging risks or delays and escalating issues as appropriate.Partner with feedback SMEs to support delivery of responses by tracking progress, sending reminders, and reinforcing expectations.Identify stale or aging feedback items and proactively re‑engage stakeholders to move items forward.Participate in working sessions or support touchpoints with SMEs to address complex or sensitive feedback, escalating as needed.Maintain assigned SME coverage areas by supporting topic alignment and onboarding activities.Contribute to feedback reporting and governance activities by identifying issues, suggesting improvements, and following established workflows.Demonstrate and reinforce client‑centric and hospitality‑minded behaviors through daily actions and interactions.What are we looking for?We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.Requirements:3-5 years’ experience in client experience, feedback management, operations, or service quality roles.1+ years’ experience in the wealth management industry.Bachelor’s degree in communications, business administration, social sciences or related field, or equivalent years’ work experience.Core Competencies:Ownership & Reliability: Demonstrates strong accountability and follow-through, taking ownership of work and outcomes while maintaining accuracy, honoring commitments, and upholding quality and integrity.Client Focus & Execution: Delivers consistent, high-quality results by understanding and anticipating internal and external client needs, ensuring timely, accurate outcomes with strong attention to detail.Collaboration & Stakeholder Coordination: Works effectively across cross-functional teams, building positive relationships and coordinating efforts across multiple stakeholders to achieve shared goals.Communication Excellence: Communicates clearly and professionally in both written and verbal formats, adapting tone, clarity, and level of detail to suit the audience and context.Prioritization & Operational Discipline: Successfully manages multiple priorities in a fast-paced environment, meeting deadlines and SLAs while demonstrating sound judgment, proactive problem-solving, and appropriate escalation of issues.Preferences:Experience with feedback systems, CRM tools, case management platforms, or operational workflows is a plus.Experience with MedalliaExposure to TableauPay Range:$75,396.00 - $125,660.00Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!Company Overview:LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.For further information about LPL, please visit www.lpl.com.Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].EAC 5.19.26