LogoFresh Jobs Ahead
LPL Financial
LPL Financial
5001 – 10 000 Darbinieki
H1B vīzas sponsorsApdrošināšanaFinansesKonsultācijas
LPL Financial sniedz aktīvu pārvaldības pakalpojumus un tehnoloģijas finanšu nozares profesionāļiem, iestādēm un individuālajiem investoriem. Tās platforma apvieno konsultantu atbalstu, konsultācijas, ieguldījumu izpēti, tehnoloģiju integrāciju un uzņēmējdarbības attīstības resursus, lai palīdzētu finanšu konsultantiem veidot savu praksi un sniegt personalizētus padomus. Uzņēmums darbojas finanšu, apdrošināšanas un konsultāciju jomā, un tā pakalpojumi ir paredzēti gan jau izveidotu uzņēmumu, gan augošu konsultāciju uzņēmumu atbalstam.
LinkedIn
Vakances uzņēmumā

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.

USAmerikas Savienotās ValstisAZArizonaNCZiemeļkarolīnaSCDienvidkarolīna
75 396 $ – 125 660 $ / gads
KlātienēPilna slodzeVecākais speciālistsNepieciešamā Valoda: angļuKonsultants
Tableau

Apraksts

  • 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.

Prasības

  • 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.

Priekšrocības

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

Saistītās vakances

HMH

Senior Solutions Delivery Consultant, MAP Assessments — HMH

HMH
1001 – 5000 Darbinieki
H1B vīzas sponsorsElektroniskā komercijaIzglītībaProfesionālā attīstība
USAmerikas Savienotās Valstis
80 000 $ – 88 000 $ / gads
KlātienēPilna slodzeVecākais speciālistsNepieciešamā Valoda: angļuKonsultants

Lead implementation of NWEA MAP assessment products for state and district programs. Translate partner needs into requirements and coordinate technical readiness, training, and delivery.

Atvērt
Guidehouse

Senior Consultant, State and Local Government – Chicago (Onsite)

Guidehouse
H1B vīzas sponsorsAizsardzībaLoģistikaVeselības aprūpe
USAmerikas Savienotās ValstisILIlinoisaSCDienvidkarolīnaUTJūta
89 000 $ – 148 000 $ / gads
KlātienēPilna slodzeVecākais speciālistsNepieciešamā Valoda: angļuKonsultants

Lead consumer protection and risk mitigation across state and local grant programs at Guidehouse. Manage client workstreams, complaint resolution, reporting, and program improvements.

Atvērt
Crowe

Senior Privacy Consultant

Crowe
5001 – 10 000 Darbinieki
H1B vīzas sponsorsKonsultācijasPārtika un dzērieniRažošana
USAmerikas Savienotās ValstisCAKalifornijaCOKolorādoCTKonektikutaFLFloridaILIlinoisaKYKentukiMAMasačūsetsaMIMičiganaNHŅūhempšīraNJŅūdžersijaNYŅujorkaNCZiemeļkarolīnaOHOhaioTNTenesīTXTeksasaVTVērmonta
77 600 $ – 153 800 $ / gads
KlātienēPilna slodzeVecākais speciālistsNepieciešamā Valoda: angļuKonsultants

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

Atvērt