Premium Support Summit - Service Manager
Core
Lead a team of Financial Service Professionals supporting LPL Financial's top-tier advisors via phone, email, and chat to resolve account and transaction inquiries.
Role type
Service Manager (Team Lead)
Builds
Support operations for Summit Qualifying advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Team leadership, coaching, performance management, hiring, regulatory compliance awareness, financial transaction resolution
Preferred skills
Financial services experience, FinTech experience, Bachelor's degree
Technologies
CRM, performance reporting tools, communication platforms
Responsibilities
Lead and guide a team of ~10 service professionals; Coach team members on call management and performance; Support service escalations; Analyze team metrics to drive efficiency; Hire and evaluate team members; Manage administrative tasks (timecards, attendance).