AVP, Service Center Position Available In York, South Carolina

AVP, Service Center LPL Financial – 3.6 Fort Mill, SC Job Details $82,688 – $137,813 a year 20 hours ago Benefits Stock options Health insurance Paid time off 401(k) matching Volunteer time off Qualifications Management Customer service Call center 3 years Bachelor’s degree Continuous improvement Senior level Associate’s degree Full Job Description Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for you!

Job Overview:

The ideal candidate will manage direct reports and oversee a team in the LPL Financial Customer Succes, Premium Service, in a Contact Center Environment. This LPL Financial Customer Success Contact is the first point of contact for LPL Financial Advisors who have inquiries related to Account Transfers.

Responsibilities:

Monitor, coach, set performance goals, motivate, and hold staff accountable through regular 1:1s and as needed. Ensure team is meeting goals for the service organization. Monitor service dashboards to ensure service levels are met for the team. Help managers and a service liaison with question from advisors and office staff. Identify opportunities within the team to improve the Advisor relationship and enhance the Advisor experience. Partner with internal business partners to identify and address service gaps. Participate in projects and initiatives Identify areas of risk and provide a mitigation strategy Review team performance reports looking for trends and areas of improvement. Ability to successfully manage multiple responsibilities and meet deadlines. 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:

5+ years of experience with an emphasis on a service mindset and people management. 3+ years of call center experience working in a customer contact center environment. SIE and Series 7 or the ability to obtain within 90 days

Core Competencies:

Excellent communication (oral and written) Strong problem solving with an emphasis on customer service skills necessary. Focus and passion for developing and mentoring others

Preferences:

Associate’s degree preferred, Bachelor’s a plus.

Pay Range:

$82,688-$137,813/year 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 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.

Join LPL Financial:

Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL?

Innovative Environment:

We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

Limitless Career Potential:

Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

Unified Mission:

We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

Impactful Work:

Our size is just right for you to make a real impact. ! Commitment to

Equality:

We support workplace equality and embrace diverse perspectives and backgrounds. !

Community Focus:

We care for our communities and encourage our employees to do the same. !

Benefits and Total Rewards:

Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. ! 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 (855) 575-6947. EAC1.22.25