Client Experience Manager

Job Description

• Client Experience Manager role within LPL Financial’s Client Compensation function in Tempe, AZ; full-time, with work mode not specified.
• Own escalated compensation matters through completion, coordinate workflow and resources, manage corrections, and resolve aged or complex requests across business units.
• Provide white-glove service and consultation to Commonwealth Advisors, support scheduled payout cycles, overflow calls/cases, service recovery, and Commonwealth conversions.
• Requires 5+ years in financial services or comparable experience, 3+ years of Microsoft Excel proficiency, and proven customer-service experience.
• Preferred qualifications include Oracle commissions-system experience, Microsoft Word/PowerPoint/Outlook/Teams, SIE Certification, Six Sigma Yellow Belt certification, and a Bachelor’s degree.