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LPL Financial
LPL Financial
5 001 – 10 000 Darbuotojai
H1B vizos rėmėjasDraudimasFinansaiKonsultavimas
LPL Financial teikia turto valdymo paslaugas ir technologijas finansų specialistams, institucijoms bei individualiems investuotojams. Jos platforma apima konsultantų palaikymą, konsultavimą, investicinius tyrimus, technologijų integravimą ir verslo plėtros išteklius, padedančius finansų konsultantams kurti savo veiklą ir teikti individualizuotus patarimus. Įmonė veikia finansų, draudimo ir konsultavimo srityse, o jos paslaugos skirtos tiek įsitvirtinusioms įmonėms, tiek augančioms konsultavimo įmonėms remti.
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Darbai įmonėje

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.

USJungtinės ValstijosAZArizonaNCŠiaurės KarolinaSCPietų Karolina
75 396 $ – 125 660 $ / metai
Darbas vietojeVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųKonsultantas
Tableau

Aprašymas

  • 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.

Reikalavimai

  • 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.

Privalumai

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

Susiję darbai

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Senior Solutions Delivery Consultant, MAP Assessments — HMH

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1 001 – 5 000 Darbuotojai
H1B vizos rėmėjasElektroninė prekybaProfesinis tobulėjimasŠvietimas
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80 000 $ – 88 000 $ / metai
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USJungtinės ValstijosILIlinojusSCPietų KarolinaUTJuta
89 000 $ – 148 000 $ / metai
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Senior Privacy Consultant

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5 001 – 10 000 Darbuotojai
H1B vizos rėmėjasGamybaKonsultavimasMaistas ir gėrimai
USJungtinės ValstijosCAKalifornijaCOKoloradasCTKonektikutasFLFloridaILIlinojusKYKentukisMAMasačusetsasMIMičiganasNHNaujasis HampšyrasNJNaujasis DžersisNYNiujorkasNCŠiaurės KarolinaOHOhajasTNTenesisTXTeksasasVTVermontas
77 600 $ – 153 800 $ / metai
Darbas vietojeVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųKonsultantas

Help Crowe clients build and run privacy programs by assessing regulatory compliance and implementing privacy technology for data protection and governance.

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