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LPL Financial
LPL Financial
5,001 – 10,000 कर्मचारी
H1B वीज़ा प्रायोजकपरामर्शबीमावित्त
LPL Financial वित्तीय पेशेवरों, संस्थानों और व्यक्तिगत निवेशकों के लिए संपत्ति प्रबंधन सेवाएँ और प्रौद्योगिकी प्रदान करती है। इसका प्लेटफ़ॉर्म सलाहकार सहायता, परामर्श, निवेश अनुसंधान, प्रौद्योगिकी एकीकरण और व्यवसाय-विकास संसाधनों को एक साथ लाता है, ताकि वित्तीय सलाहकार अपने व्यवसायों का निर्माण कर सकें और व्यक्तिगत सलाह दे सकें। कंपनी वित्त, बीमा और परामर्श क्षेत्रों में काम करती है तथा ऐसी सेवाएँ प्रदान करती है जो स्थापित फर्मों और बढ़ते सलाहकारी व्यवसायों, दोनों की सहायता करती हैं।
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कंपनी की नौकरियाँ

Senior Client Feedback Consultant

Oversee LPL Financial’s closed-loop client feedback process at its U.S. wealth management business. Coordinate routing, escalations, subject matter expert responses, reporting, and governance.

USसंयुक्त राज्यAZएरिज़ोनाNCउत्तरी कैरोलिनाSCदक्षिण कैरोलाइना
$75,396 – $1,25,660 / वर्ष
ऑन-साइटपूर्णकालिकवरिष्ठआवश्यक भाषा: अंग्रेज़ीसलाहकार
Tableau

विवरण

  • Oversee and triage incoming client feedback.
  • Acknowledge feedback promptly, route it accurately, and ensure each case receives a response.
  • Review client communications for quality, consistency, and professionalism.
  • Track timelines and service levels, flag delays or risks, and escalate issues.
  • Coordinate with subject matter experts to monitor progress, send reminders, and clarify expectations.
  • Find aging feedback cases and reconnect with the stakeholders responsible for them.
  • Work with subject matter experts on complex or sensitive feedback through working sessions and support check-ins.
  • Maintain assigned subject matter expert coverage through topic alignment and onboarding.
  • Support feedback reporting and governance.
  • Spot issues, recommend improvements, and follow established workflows.
  • Bring a client-focused, hospitality-minded approach to interactions.

आवश्यकताएँ

  • 3–5 years of experience in client experience, feedback management, operations, or service quality.
  • At least 1 year of experience in wealth management.
  • Bachelor’s degree in communications, business administration, social sciences, or a related field, or equivalent work experience.
  • Strong accountability and follow-through.
  • Consistently deliver high-quality work with careful attention to detail.
  • Coordinate work across multiple stakeholders.
  • Communicate clearly and professionally in writing and conversation.
  • Manage competing priorities, deadlines, and service level agreements.
  • Solve problems proactively and use sound judgment when escalating issues.
  • Experience with feedback systems, CRM tools, case management platforms, or operational workflows is a plus.
  • Experience with Medallia is a plus.
  • Exposure to Tableau is a plus.

लाभ

  • 401(k) matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
  • LPL Total Rewards package

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