Service Center, Service Team Lead at LPL Financial — Tempe, AZ

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 primary role of a Team Lead is to support an inbound call center team dedicated to servicing the needs of our Independent Advisors. You will support up to two managers with a total of 12 to 18 employees by working together to provide a group of LPL Financial customers with world-class service. Answering questions from Service Professionals and Advisors will be a high priority. You will be responsible for guiding the team to self-solution advisor needs and produce results. You are expected to provide subject matter expertise to support the team’s learning and to identify coaching and training opportunities.

Responsibilities

Handle elevated or complex calls and take ownership of resolution.

Participate in queue watch to ensure staff has support with issues.

Lead team meetings and huddles as needed.

Onboard new team members and provide real time coaching to Service Professionals.

Receive feedback from Service Professionals to facilitate process improvements and identify training opportunities

Build Relationships with Service Escalation Team and Business Consultants to assist in resolving Advisor escalations

Facilitate conference calls as needed to collaborate and resolve complex issues

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

• 1-2 years of previous customer service experience
• SIE required and must obtain within 90 days

Preferences:

• Bachelor's degree preferred
• 1-2 years of financial services experience, investment services preferred

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:

Information on Interviews:

EAC 5.19.26