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LPL Financial
LPL Financial
5.001 – 10.000 Angajați
Sponsor pentru viza H1BAsigurăriConsultanțăFinanțe
LPL Financial oferă servicii de administrare a averii și soluții tehnologice pentru profesioniști din domeniul financiar, instituții și investitori individuali. Platforma sa combină sprijinul acordat consultanților, serviciile de consultanță, cercetarea investițională, integrarea tehnologică și resursele pentru dezvoltarea afacerii, ajutând consultanții financiari să își dezvolte practicile și să ofere recomandări personalizate. Compania activează în domeniile financiar, al asigurărilor și al consultanței, oferind servicii concepute pentru a sprijini atât firmele consacrate, cât și afacerile de consultanță aflate în dezvoltare.
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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.

USStatele Unite ale AmericiiAZArizonaNCCarolina de NordSCCarolina de Sud
75.396 $ – 125.660 $ / an
La sediuNormă întreagăSeniorLimbă Obligatorie: englezăConsultant
Tableau

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

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

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Crowe

Senior Privacy Consultant

Crowe
5.001 – 10.000 Angajați
Sponsor pentru viza H1BAlimente și băuturiConsultanțăIndustria prelucrătoare
USStatele Unite ale AmericiiCACaliforniaCOColoradoCTConnecticutFLFloridaILIllinoisKYKentuckyMAMassachusettsMIMichiganNHNew HampshireNJNew JerseyNYNew YorkNCCarolina de NordOHOhioTNTennesseeTXTexasVTVermont
77.600 $ – 153.800 $ / an
La sediuNormă întreagăSeniorLimbă Obligatorie: englezăConsultant

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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