Service Team Lead

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.

The Service
360 Team Lead plays a key role in supporting an inbound call center team focused on meeting the needs of our Financial Advisors. In this role, you will collaborate with the team to deliver exceptional service to LPL Financial clients. You will help guide the team toward independently resolving advisor needs while driving performance outcomes. As a subject matter expert, you will support ongoing learning, identify coaching opportunities, and contribute to training efforts.

Additionally, you will engage in advisor outreach through demonstrations, escalations, and email communications as needed.

Responsibilities:

Handle elevated or complex calls and take ownership of resolution

Provide phone support on the phone lines during periods of high call volume or when service levels require.

Conduct advisor outreach through escalations, and email communication as needed.

Manage advisor inquiries from start to finish, delivering prompt and effective resolutions via phone or email.

Monitor call queues to proactively support team members with real-time assistance.

Facilitate team meetings and huddles to share updates, align on goals, and foster collaboration.

Support onboarding of new team members and deliver in-the-moment coaching to Service Professionals.

Gather and relay feedback from Service Professionals to drive process improvements and identify training needs.

Monitor calls and review associate reports to identify product-related feedback from advisors and follow established procedures to communicate insights to product managers.

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:1-2 years of previous customer service experience.
1-2 years of financial services experience.

SIE required or must be obtained within 90 days.

Triple skilled; fully trained in Move Money, New Account / Direct Business and Account Transfer

Core Competencies:

MS Office, BETA, Client Works, Account View Verbal and written communication skills

Organizational and time management skills

Client focus and work ethic

Ability to provide effective feedback

Preferences:

Bachelor's degree

Pay Range:$27.88-$46.45/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of…