Service Team Lead: Financial Advisor Support & Coaching

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

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.