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Manager, Service Center - Core Service

Manager, Service Center - Core Service

LPL FinancialTempe, AZ, US
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Service Manager For Core Service

The Service Center is the first point of contact for LPL Financial Advisors who have inquiries related to service and operational needs. The Service Manager for Core Service is responsible for leading and developing a team specialized in all Core Service subject matters (New Accounts, Direct Business, Advisory, Move Money, Account Transfers). The manager instills a great customer service mindset in their direct reports and is accountable for real time resolutions. The manager has the opportunity to lead initiatives to drive business efficiency and continuity.

Responsibilities :

  • Drive individual and team performance
  • Take a solution oriented approach to escalated items in real time
  • Develop your agent's talent and support their career goals
  • Identify potential areas of opportunity for staff and provide ongoing coaching
  • Lead various meetings to recognize and share new information with the team
  • Foster a culture where team members can bond and trust each other
  • Maintain focus while maneuvering multiple tasks

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 :

  • 3+ years of Financial Service's experience
  • Series 7 or must complete within 90 days of employment

    • Core Competencies :

  • Must be flexible to work varying schedules and hours as needed
  • Strong oral and written communication skills and the ability to work independently

    • Preferences :

  • Experience managing remotely
  • Other FINRA licenses, or professional credentials

    • Pay Range : $64,800-$108,000 / 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.
  • Limitless Career Potential : Your career at LPL has no limits, only amazing potential.
  • Unified Mission : We are one team on one missiontaking care of our advisors so they can take care of their clients.
  • 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.

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    Service Center Manager • Tempe, AZ, US