Case Manager Position Available In Lancaster, South Carolina

Case Manager 3.6 3.6 out of 5 stars 1055 Lpl Way, Fort Mill, SC 29715 Are you a team player? Are you curious to learn? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? Are you interested in being part of a team that is working to transform and do things differently? Excited to learn more? If so, then this could be the role for you!

Job Overview:

A Case Manager within the Service organization will own complex cases through resolution and represent the firm to financial advisors, their staff, and end clients.

Responsibilities:

Resolve complex cases requiring in-depth attention and strong industry knowledge Provide high-quality service with professionalism, courtesy, and a focus on exceeding customer expectations Take full responsibility for tasks, ensuring accurate and efficient completion with maintained accountability Coordinate efforts across multiple business units including Service, Operations, Compliance, and Legal Manage 10-20 cases concurrently with thorough documentation of all communications, updates, root causes, and continuous improvement opportunities Continually learn and adapt to the firm’s evolving operating procedures 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:

2+ years in brokerage/financial services client-facing or operations experience

SIE Required Core Competencies:

Excellent verbal and written communication skills. Personable and reliable self-starter who requires minimal supervision oversight for day-to-day work responsibilities. Strong attention to detail with a pro-active approach to solving and preventing problems. Ability to work under pressure/deadlines and manage multiple priorities. Strong time management and organizational skills. Highly motivated and able to adapt to changing priorities. Ability to work with and communicate effectively with various levels throughout the organization Proficient in Microsoft Office products, specifically Excel, Outlook, and Word.

Preferences:

Series 7 preferred Bachelors preferred or equivalent work experience

Pay Range:

$24.27-$40.44/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) 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