Client Experience Manager – Client Compensation/Accounts Receivable Netting

LPL Financial

Job Overview:

The Client Experience Manager (CEM) – Accounts receivable netting in Client Compensation is responsible for researching and communicating with active advisors and firms on open balances. This role partners with Relationship Management and Finance to produce data results and is responsible for understanding and presenting the issue in an advisor-friendly format, setting proper expectations and managing corrections to completion between business units. The role will assist with collecting on open accounts receivable balances for active LPL Financial advisors to ensure the best experience.

Responsibilities:

  • Owning and coordinating multifaceted and escalated situations to completion in regards to open balances for LPL financial advisors.
  • Offering exceptional service to active Advisors at LPL.
  • Setting expectations regularly with advisors and business partners on status of requests and providing education on the process.
  • Coordinating with technical analysts to produce custom reports and utilize reporting to provide consultation to business partners and Advisors regarding root causes and remediations for open balances.
  • Creating and presenting educational material on accounts receivables for active advisors.
  • Operating as business representatives for process improvement.
  • Project manage initiatives for process and product improvements within Client Compensation in regards to open balances for active advisors.

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:

  • 5+ years of service or comparable experience
  • 5+ years of experience in Financial Services industry or comparable experience

Core Competencies:

  • Understanding of the advisor role
  • Organizational and critical thinking skills
  • Advanced analytical and problem solving skills
  • Advanced listening skills with a focus on understanding each advisor’s unique needs

Preferences:

  • Securities Industry Essentials (SIE) Certification
  • Bachelor’s degree in finance
  • Proficiency in Microsoft Office (Microsoft Excel skills (e.g. pivot tables, functions))
  • Bachelor’s degree
  • Knowledge of how LPL Commission and Operations

Pay Range:

$27.12-$45.19/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

  • Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
  • Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
  • Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
  • Impactful Work: Our size is just right for you to make a real impact. Learn more here!
  • Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
  • Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC1.22.25

Read Full Description
Confirmed 10 hours ago. Posted a day ago.

Discover Similar Jobs

Suggested Articles