What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.
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 want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 1-2 years of previous customer service experience.
• 1-2 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
• Strong client focus.
• Ability to provide effective feedback.
• Excellent verbal and written communication skills.
• Strong work ethic.
• Excellent organizational skills.

Preferences:

• Bachelor’s degree
• Investment services experience

• 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