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LPL Financial
LPL Financial
5,001 – 10,000 Employees
H1B Visa SponsorConsultingFinanceInsurance
LPL Financial provides wealth management services and technology for financial professionals, institutions, and individual investors. Its platform combines advisor support, consulting, investment research, technology integration, and business-development resources to help financial advisors build their practices and deliver personalized advice. The company operates across finance, insurance, and consulting, with services designed to support both established firms and growing advisory businesses.
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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.

USUnited StatesAZArizonaNCNorth CarolinaSCSouth Carolina
$75,396 – $125,660 / year
On-siteFull-timeSeniorEnglish RequiredConsultant
Tableau

Description

  • 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.

Requirements

  • 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.

Benefits

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

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