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Manager, Tech Support

Job ID: R-003698 Date posted: 06/26/2018 Primary Location SC-Fort Mill

Manager, Service Center (Technical Support)

The Manager, Service Center - Technical Support is a full time position located in San Diego reporting to the Vice President of Operations. This position will manage and oversee 12 - 15 staff in LPL Financial Client Support group. The Client Support group is the first point of contact for LPL Financial Advisors.  The ideal candidate would have experience managing a Client Support call center team.

Essential Functions:

  • Handle Financial Advisor immediate escalations needing management contact and advanced support issues.
  • Monitor, coach, set performance goals, and motivate staff.
  • Help frontline agents with question from advisors and office staff.
  • Assist in the training process of support staff.
  • Track their training progress and decide when they have reached milestones to move them on the next level of training. Administrative management duties: timecard approvals, interviews, review time off requests, track attendance etc.


Other Job Duties: 

  • Candidate must have proven ability to successfully manage multiple responsibilities and meet deadlines.
  • Develop projects and training schedules.
  • Provide superior customer service to large base of financial advisors by handling incoming phone calls when needed including escalations.
  • Ensure proper escalation of incidents following the TSHD Escalation procedures. Coach Frontline Team leads on proper issue escalation to internal departments. Monitor the effectiveness of the Team Leads and act as judge when disagreements in policy may occur.
  • Advise Frontline VP when there is a need for progressive counseling of a team member. Assist in writing and presenting the action plan and guidance to improve the team member
  • Maintain team’s backlog to TSHD standards.
  • Manage the frontline Queue process. Coach Frontline Team leads on proper issue escalation.
  • Monitor Frontline ACD performance reports looking for trends and areas of improvement.
  • Play a key role in maintaining TSHD’s standard for service level.
  • Interview and make staffing decision for hiring Frontline Service Associates. Communicate with staffing agencies about current and future needs.
  • Write and post BranchNet welcome screen and Hotline messages to communicate with Financial Advisors.
  • Conduct weekly Huddle meetings to communicate new and current information to the entire TSHD team.


Minimum Experience Required:

  •  Bachelor’s degree or equivalent work experience in a related discipline required. 
  • 5 - 7 years of call center experience working in a customer contact center environment.
  • 3+ years of experience managing staff
  • Strong problem solving and customer service skills necessary.  Solid working knowledge of PC based computer hardware and software required; experience in a software development customer service environment strongly preferred.
  • Must be flexible to work varying schedules and hours as needed.
  • Strong oral and written communication skills and the ability to work independently are required to identify problems and implement solutions in a team environment.
  • Effectiveness in this role requires strong leadership abilities as well as a solid working knowledge of PC software. 


Licenses/Certifications Required:

  •  Series 99 (https://www.finra.org/industry/series99)



We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EO

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

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

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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