Client consultant

LPL Financial
Fort Mill, SC Full Time
POSTED ON 8/28/2024 CLOSED ON 9/4/2024

What are the responsibilities and job description for the Client consultant position at LPL Financial?

Job Overview :

The Associate Client Compensation Consultant Onboarding plans and directs extensive, high impact projects and initiatives to ensure successful outcomes and results for the Client Compensation department, business partners, and advisors.

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 want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented , and are able to execute in a way that encourages creativity and continuous improvement .

Requirements :

  • Minimum of three years operations or comparable experience
  • College degree preferred
  • SIE preferred

Core Competencies :

  • Organizational and critical thinking skills
  • Strong verbal and written skills

Pay Range :

$20.37-$33.95 / hourActual 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!

Last updated : 2024-08-28

Salary : $20 - $34

Client Advisor
Bronson Kinkade Consulting -
Rock Hill, SC
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Paragon Prime Solutions -
Rock Hill, SC
Client Relations Specialist
Monk Law Firm, PLLC -
Fort Mill, SC

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