Service Team Lead

LPL Financial LLC; Tempe (AZ); On-site; USD 39,000 - 63,000; Full time

Job summary

LPL Financial LLC is seeking a Service Team Lead to supervise an inbound call center serving Financial Advisors. You will guide the team to resolve complex advisor issues and own inquiries through to resolution.

The role requires 2+ years in customer service and 2+ years in financial services, with SIE to be obtained within 90 days. Strong collaboration, coaching, and process improvement are essential.

Qualifications

• 2+ years of customer service experience.
• 2+ years of financial services experience.
• SIE required and must obtain within 90 days.

Responsibilities

• Handle elevated or complex calls and take ownership of resolution.
• Staff the New Advisor Support phone lines when service levels warrant support.
• Own inquiries and see them through to a timely resolution.
• Participate in queue watch to ensure staff has support with issues.
• Lead team meetings and huddles as needed.

Skills

Customer service

Financial services experience

Communication skills

Team leadership

Education

Bachelor's degree

Tools

MS Office

SIEe

Job description

Where Ambition Meets Innovation:Build 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 primary role of a Service Team Lead is to support an inbound call center team dedicated to servicing the needs of our Financial Advisors. You will support the team by working together to provide a group of LPL Financial customers with world-class service. Answering questions from Service Professionals and Advisors will be a high priority. You will be responsible for guiding the team to self-solution advisor needs and produce results. You are expected to provide subject matter expertise to support the team’s learning and to identify coaching and training opportunities.Responsibilities:Handle elevated or complex calls and take ownership of resolutionWill staff the New Advisor Support phone lines when Service Levels warrant supportOwn inquiries and see them through to a timely resolutionParticipate in queue watch to ensure staff has support with issuesLead team meetings and huddles as neededOnboard new team members and provide real time coaching to Service ProfessionalsReceive feedback from Service Professionals to facilitate process improvements and identify training opportunitiesWhat 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:2+ years of previous customer service experience2+ years of financial services experienceSIE required and must obtain within 90 days.Core Competencies:MS Office, BETA, ClientWorks, Siebel, Documentum, NAO Tool, MM Tool, Repapering, and Block TransferClient focusAbility to provide effective feedbackVerbal and written communication skillsOrganizational skills.Preferences:Bachelor's degreeWealth Management experience#LPL-PA#LPL-H1Pay Range:$27.88-$46.45/hourActual 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