Coordinating workflow and resources on the LINSCO Compensation team.
Assisting with clearing requests and efforts for scheduled payout cycles.
Consulting and providing tailored service to LINSCO Advisors and L&S advisors.
Processing and correcting any compensation issues for the employee model within a timely fashion.
Sharing trends and pain points with leadership and business partners to find solutions and pursue process improvements.
Providing subject matter support for other business units including coordinating resolution of escalated issues in group chats and individual consultations.
Assisting with service recovery efforts through coordination of resources to resolve issues with aged requests, escalated issues, and other complex activities that degrade the Advisor experience.
Assisting with conversions to LINSCO or L&S throughout the year as the model continues to grow.
Supporting and, at times, leading initiatives to improve and enhance the Advisor experience while positively impacting the broader LPL organization.
Assisting the broader Client Compensation Service team with overflow calls and cases when needed.

5+ years of service or comparable experience
3+ years of experience in Financial Services industry or comparable experience
3+ Proficiency in Microsoft Excel skills (e.g. pivot tables, advanced functions)
Proven success working in customer service-related field
Understanding of the advisor role
Organizational and critical thinking skills
Strong verbal and written skills
Excellent phone communication, listening, and consultation and de-escalation skills

Client Experience Manager – Client Compensation

Key skills