Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

The Associate Client Compensation Consultant - Service is responsible for assisting with inbound calls as well as researching and resolving cases regarding compensation inquiries received via phone and email. This role partners closely with other teams within Client Compensation and related business units to research and resolve issues.

Responsibilities:

• Owning and supervising firm-wide, multi-department projects to build or enhance experience workflows related to the department.
• Proactively reviewing audit controls to mitigate risk, remove redundant requirements, and increase transparency with internal and external audit partners.
• Developing comprehensive training and coaching plans to quickly teach new employees across other departments the skills and processes they need to know about the department to be effective business partners.
• Regularly maintaining VIP business partner and advisor relationships to proactively assist with large scale projects and updates.
• Planning and championing initiatives that enhance the advisor experience and positively impact the broader LPL organization.
• Supporting teammates and the department on other compensation tasks and activities.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 3+ years operations or comparable experience

Core Competencies:

• Organizational and critical thinking skills
• Strong verbal and written skills
• Problem-solving and process improvement mindset

Preferences:

• Processing forms and data entry experience (Oracle/ComRidge)
• Experience with Dynamics and Salesforce for case management
• Excel experience (Using pivot tables and vlookups)
• Experience managing a queue and mailbox (email) requests
• College degree preferred

Pay Range:

$22.53-$37.59/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26