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LPL Financial
LPL Financial
5 001 – 10 000 Xodimlar
H1B vizasi homiysiKonsaltingMoliyaSug‘urta
LPL Financial moliyaviy mutaxassislar, muassasalar va individual investorlar uchun boylikni boshqarish xizmatlari hamda texnologiyalarni taqdim etadi. Uning platformasi maslahatchilarni qo‘llab-quvvatlash, konsalting, investitsiya tadqiqotlari, texnologiyalarni integratsiya qilish va biznesni rivojlantirish resurslarini birlashtirib, moliyaviy maslahatchilarga o‘z faoliyatini rivojlantirish va mijozlarga shaxsiylashtirilgan maslahat berishga yordam beradi. Kompaniya moliya, sug‘urta va konsalting sohalarida faoliyat yuritadi, uning xizmatlari esa tajribaga ega firmalar hamda rivojlanayotgan maslahat bizneslarini qo‘llab-quvvatlashga mo‘ljallangan.
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Kompaniyadagi ish o‘rinlari

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.

USAmerika Qo‘shma ShtatlariAZArizonaNCShimoliy KarolinaSCJanubiy Karolina
75 396 $ – 125 660 $ / yil
OfisdaTo‘liq stavkaSeniorTalab Qilinadigan Til: inglizchaKonsultant
Tableau

Tavsif

  • 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.

Talablar

  • 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.

Imtiyozlar

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

O‘xshash ish o‘rinlari

Crowe

Senior Privacy Consultant

Crowe
5 001 – 10 000 Xodimlar
H1B vizasi homiysiIshlab chiqarishKonsaltingOziq-ovqat va ichimliklar
USAmerika Qo‘shma ShtatlariCAKaliforniyaCOKoloradoCTKonnektikutFLFloridaILIllinoysKYKentukkiMAMassachusetsMIMichiganNHNyu-HempshirNJNyu-JersiNYNyu-YorkNCShimoliy KarolinaOHOgayoTNTennessiTXTexasVTVermont
77 600 $ – 153 800 $ / yil
OfisdaTo‘liq stavkaSeniorTalab Qilinadigan Til: inglizchaKonsultant

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

Ochish