Service Team Lead

LPL Financial; Tempe (AZ); On-site; USD 38,000 - 64,000; Full time

Job summary

LPL Financial is seeking a Service Team Lead to support an inbound call center team serving Financial Advisors. You will guide the team to deliver world-class service, provide subject matter expertise, and identify coaching opportunities.

This role requires collaboration, strong communication, and a drive to improve processes. The position emphasizes team coaching, onboarding, and ensuring timely resolutions across complex inquiries, while supporting staff and maintaining service levels in a

Qualifications

• 2+ years of previous 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 needed.
• 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.
• Onboard new team members and provide real time coaching to Service Professionals.
• Receive feedback to facilitate process improvements and identify training opportunities.

Skills

Customer service

Financial services

SIE

Verbal communication

Written communication

Education

Bachelor's degree

Tools

MS Office

BETA

ClientWorks

Siebel

Documentum

NAO Tool

MM Tool

Repapering

Block Transfer

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 resolution
• Will 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
• Onboard new team members and provide real time coaching to Service Professionals
• Receive feedback from Service Professionals to facilitate process improvements and identify training opportunities

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

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

Core Competencies

• MS Office, BETA, ClientWorks, Siebel, Documentum, NAO Tool, MM Tool, Repapering, and Block Transfer
• Client focus
• Ability to provide effective feedback
• Verbal and written communication skills
• Organizational skills.

Preferences

• Bachelor's degree
• Wealth Management experience

Pay Range

$27.88-$46.45/hour

Actual 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.

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].