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LPL Financial
LPL Financial
5001 – 10.000 Zaposleni
Sponzor vizuma H1BFinanceSvetovanjeZavarovanje
LPL Financial zagotavlja storitve upravljanja premoženja in tehnološke rešitve za finančne strokovnjake, institucije in posamezne vlagatelje. Njena platforma združuje podporo svetovalcem, svetovanje, naložbene raziskave, tehnološko integracijo in vire za razvoj poslovanja, s katerimi finančnim svetovalcem pomaga graditi njihovo prakso in zagotavljati prilagojeno svetovanje. Podjetje deluje na področjih financ, zavarovalništva in svetovanja, njegove storitve pa so namenjene podpori uveljavljenim podjetjem in rastočim svetovalnim družbam.
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Delovna mesta v podjetju

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.

USZdružene države AmerikeAZArizonaNCSeverna KarolinaSCJužna Karolina
75.396 $ – 125.660 $ / leto
Na lokacijiPolni delovni časSeniorZahtevani Jezik: angleščinaKonzultant
Tableau

Opis

  • 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.

Zahteve

  • 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.

Ugodnosti

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

Sorodna delovna mesta

Crowe

Senior Privacy Consultant

Crowe
5001 – 10.000 Zaposleni
Sponzor vizuma H1BHrana in pijačaProizvodnjaSvetovanje
USZdružene države AmerikeCAKalifornijaCOKoloradoCTConnecticutFLFloridaILIllinoisKYKentuckyMAMassachusettsMIMichiganNHNew HampshireNJNew JerseyNYNew YorkNCSeverna KarolinaOHOhioTNTennesseeTXTeksasVTVermont
77.600 $ – 153.800 $ / leto
Na lokacijiPolni delovni časSeniorZahtevani Jezik: angleščinaKonzultant

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

Odpri