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Call Center Manager - Financial Services

Job ID: R-005036 Date posted: 11/05/2018 Primary Location CA-San Diego

Discover your opportunity with LPL Financial, a leader in the retail financial advice market and the nation’s largest independent broker/dealer with over 15,000 financial advisors and over 4000 corporate employees where we respect and appreciate the diversity of our employees, our clients, and the communities we serve.

Our Service Organization is seeking a dynamic and forward thinking leader to manage an Inbound Call Center. Key responsibilities are to develop, direct and lead call center team to achieve the service center’s business objectives.

If you have an entrepreneurial spirit and a passion for coaching, facilitation, and addressing challenging interpersonal dynamics, this would be a reward career for you.

The Service Center Manager is responsible for leading and developing a team of 10-12 Service Professionals in the LPL Financial Service Center, located in San Diego. The Service Center is the first point of contact for LPL Financial Advisors who have inquiries related to service and operational needs. You will be responsible for motivating the department in a manner consistent with LPL Financials values. No matter what the situation, your team’s duty remains the same: Providing our clients with timely, correct, and relevant information, when and where they need it so that in turn, they can help their clients achieve their own financial dreams.

Essential Functions:

  • Solidify yourself as the escalation point for your advisor’s service experience
  • Drive results through performance management and engaging staff
  • Act as a resource for your team, providing support with
  • Develop staff by continuously assessing progress, identifying training opportunities and rewarding milestones
  • Administrative management duties: leverage available technology for tracking; timecard approvals, time off requests, attendance, team budget etc.

Other Job Duties:

  • BE BALANCED- Juggle multiple tasks, while maintaining focus
  • BE PROACTIVE- Take a solution oriented approach to escalated items
  • BE CURIOUS- identify and take action on process improvements
  • BE COURAGEOUS- identify potential areas of opportunity for staff and provide ongoing coaching,
  • BE ENTREPRENEURIAL- understand your role as a business owner and strive to elevate the status quo
  • BE A MOTIVATOR- Conduct daily Huddle meetings to recognize and share new information with your staff

Minimum Requirements:

  • Bachelor’s degree or equivalent work experience in a related discipline required
  • Series 99 (https://www.finra.org/industry/series99) or can complete within 90 days of employment
  • 5 - 7 years of call center experience working in a customer contact center environment
  • 3+ years of experience managing staff
  • Must be flexible to work varying schedules and hours as needed
  • Strong oral and written communication skills and the ability to work independently

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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  • Service and Operations, San Diego, California, United StatesRemove