Premium Service Manager leading a team of Financial Service Professionals at LPL Financial. Elevating client experience with proactive coaching and strategic support.
Responsibilities
Directly lead and coach a team of ~ 10–15 FSPs , setting clear performance and career development goals
Foster a culture of personalized service , emphasizing rapport-building, business awareness, and authentic advisor engagement.
Provide real-time coaching focused on proactive service behaviors, including anticipating advisor needs, offering strategic next steps, and referencing prior interactions
Partner with premium offices and Client Experience leadership teams to understand service trends, identify opportunities for improvement, and communicate performance insights
Use performance data and call quality metrics to identify coaching opportunities and drive continuous improvement
Collaborate with Case Management and Client Experience teams to support service escalations, with a focus on resolution and relationship preservation (varies by premium model)
Manage administrative responsibilities including timecard approvals, attendance, and performance documentation
Participate in hiring and onboarding of new team members, ensuring alignment with premium service expectations
Requirements
Bachelor’s Degree or 6+ years of experience in financial services
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