Associate Advisor Solution Professional

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Associate Client Compensation Consultant - Service is responsible for assisting with inbound calls as well as researching and resolving cases regarding compensation inquiries received via phone and email. This role partners closely with other teams within Client Compensation and related business units to research and resolve issues.

Responsibilities:

Fielding inbound calls and proactively asking probing questions to offices to assist with full spectrum of inquiries.

Researching and following through to resolution on cases created from inbound calls and emails.

Assuming ownership of complex situations, setting expectations, and taking appropriate actions to resolve inquiries in a timely manner - such as initiating outbound calls and emails to third-party sponsors and carriers.

Supporting teammates and the department on other compensation tasks and activities such as training and backup to staff. Also, assisting in the training of new hires and fielding complex inquires received via phone and email.

Assisting with initiatives to improve and enhance the Advisor experience while positively impacting the broader LPL organization.

Providing consultation to offices and internal business partners to educate on commissions structures.

Educating and consulting with advisors and their staff on the use of technology and reporting any issues to increase efficiencies.

Outreaching to advisors proactively and on time in regard to sensitive activities - such as billing events, tax season prep, etc.

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 in customer service related or comparable industry2+ years of experience and proficiency in Microsoft excel (pivot tables experience)

Core Competencies:

Proven success working in customer service related field

Understanding of the advisor role Organizational and critical thinking skills

Strong verbal and written skills

Excellent phone communication and listening skills – with a focus on understanding each advisor’s unique needs

Preferences:

Team lead, managerial, or supervisory experience highly preferred

Experience with in the financial services industry

Customer service background with ability to provide excellent experience to clients

Experience taking inbound calls and making outbound calls talking to advisors

Experience with tools such as Dynamics, Client Works, and Oracle would be a plus

Experience with compensation and making corrections would be a plus Varicent experience would be a plus Bachelor’s degree in financeSIE certification

Pay Range:$22.53-$37.59/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…