Tempe, Arizona, United States · Hybrid
$67k–$111k/yr
Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we a…
Skills: Team Leadership, Employee Coaching, Performance Management, Customer Service, Problem Solving
San Diego, California, United States · Remote OK
$24/hr–$30/hr
Mutual of Omaha is a Fortune 300 Company with an iconic brand and outstanding customer loyalty. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We …
Skills: Reverse Mortgage Processing, Regulatory Compliance, Loan Data Input, Vendor Product Ordering, FHA Connection
San Diego, California, United States · On-site
$20/hr–$27/hr
Who We AreJoin a team that puts its People First! First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances and equity l…
Skills: Escrow Processing, Document Preparation, Customer Service, Mentoring, Contract Interpretation
San Diego, California, United States · On-site
$22/hr–$22/hr
Job DetailsLevel: EntryJob Location: Lodge - La Jolla , CA 92037Position Type: Full-Time / Part-TimeSalary Range: $22.65 - $22.65 HourlyJob Shift: Day / EveningJob Category: Restaurant - Food Service - Non Supervisory LO…
Skills: Guest Relations, Reservation Management, Customer Service, Communication, Professional Appearance
San Diego, California, United States · On-site
$19/hr–$27/hr
Join Triumph! At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutio…
Skills: Customer Service, Freight Verification, Risk Management, Microsoft Office, Google Suite
San Diego, California, United States · On-site
$34/hr–$36/hr
Job DetailsLevel: ExperiencedJob Location: RISM - San Diego, CA 92121Salary Range: $34.00 - $36.00 HourlyJob Category: SalesEssential Functions and Responsibilities of the job include but are not limited to: Maintain a f…
Skills: Hospitality Sales, Account Solicitation, Revenue Growth, Market Trend Analysis, Customer Relationship Management
Los Angeles, California, United States · Hybrid
$90k–$105k/yr
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with…
Skills: Account Management, Employee Benefits Administration, Client Advocacy, Insurance Marketing, Financial Analysis
San Diego, California, United States · On-site
$70k–$85k/yr
Overview Evans Tire & Service Centers strives to create a family-like atmosphere for our team, and our customers. We have been servicing cars and assisting drivers since 1976 making us your best choice for tires and serv…
Skills: Customer Service, Sales, Automotive Service Knowledge, Vehicle Inspection, Communication
San Diego, California, United States · On-site
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Customer Service, Cash Handling, Inventory Management, Retail Sales, Communication
San Diego, California, United States · On-site
Live Your Passion. Add Your Magic. At Montage International, we are doing something different, something exciting and it takes passionate people to bring our vision to life. We have built a culture that leads with the im…
Skills: Mixology, Upselling, Guest Relations, Inventory Management, Micros POS
San Diego, California, United States · On-site
Dreaming big is in our DNA. It’s who we are as a company. It’s our culture. It’s our heritage. And more than ever, it’s our future. A future where we’re always looking forward. Always serving up new ways to meet life’s m…
Skills: Selling, Negotiation, Customer Service, Relationship Management, Market Analysis
San Diego, California, United States · On-site
$20/hr–$28/hr
At DICK’S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their drea…
Skills: Inventory Accuracy, Fulfillment, Operational Execution, Customer Engagement, Merchandising
Los Angeles, California, United States · On-site
$95k–$110k/yr
How you can make an impact As a Field Applications & Integration Specialist (FAIS) for the Bioprocess Business Unit, you will help customers adopt and use Eppendorf’s complete hardware, software and service offerings thr…
Skills: Bioprocessing, Process Development, SCADA Control Systems, OPC Connectivity, Python
San Diego, California, United States · Remote OK
Junior Account Executive - AI Sales Location: Remote – USA Please note: Applicants must have valid right to work in the USA. Occasional travel to client sites may be required. About Us Quantanite is an AI-first technolog…
Skills: Outbound Sales, Lead Qualification, Enterprise Sales, SaaS Sales, AI GTM Strategies
San Diego, California, United States · On-site
$20/hr–$21/hr
Medical Driver – San Diego, CA – $20.00 -$21.40/hr – Full Time Monday - Friday: 11:30 am - 8:00 pm MUST ALREADY BE FULLY VAXXED FOR COVID-19 WITH PROOF OF VACCINES AND BOOSTER. Logistics Service Representative/Medical Dr…
Skills: Customer Service, Interpersonal Skills, Safe Driving, Route Optimization, Hand-held Scanning Devices
San Diego, California, United States · On-site
$20/hr–$30/hr
Job DetailsJob Location: City Heights [116] - San Diego, CA 92115Position Type: Regular Full-TimeSalary Range: $20.00 - $30.00 HourlyJob Shift: DayJob Category: ClassifiedSAN DIEGO WORKFORCE INNOVATION HIGH SCHOOL Full-T…
Skills: Customer Service, Student Records Management, ADA Compliance, Data Entry, Multi-tasking
San Diego, California, United States · On-site
$23/hr–$28/hr
Why Us? With a mantra of Empowering Human Potential, Hanger, Inc. is the world's premier provider of orthotic and prosthetic (O&P) services and products, offering the most advanced O&P solutions, clinically differentiate…
Skills: Bilingual Spanish/English, Patient Reception, Patient Intake, Insurance Verification, Appointment Scheduling
San Diego, California, United States · On-site
Description Job Title: Guest Services and Security Guard Reports to: Facilities Manager FSLA Status: Non-Exempt, Full-Time Department: Facilities Level: S2 Job Purpose The Guest Services and Security Guard plays a crucia…
Skills: Conflict De-escalation, Policy Enforcement, Incident Reporting, Client Engagement, Emergency Response
San Diego, California, United States · On-site
This is a Casual (Per Diem) position located at our Scripps Mercy Campus in Hillcrest. Must be available to work an Evening shift including 2:00pm-10:30pm and a varied schedule including weekends. This position will assi…
Skills: Patient Care Area Cleaning, Non-Patient Care Area Cleaning, Linen Service, Waste Removal, Sharps Container Removal
San Diego, California, United States · On-site
This is a Casual (Per Diem) position located at our Scripps Mercy Campus in Hillcrest. Must be available to work an Evening shift including 2:00pm-10:30pm and a varied schedule including weekends. This position will assi…
Skills: Patient Care Area Cleaning, Non-Patient Care Area Cleaning, Linen Service, Waste Removal, Sharps Container Removal
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Lead and coach a team of approximately 15 service representatives to deliver exceptional service to investors and advisors. Manage performance metrics, handle service escalations, and execute administrative duties including hiring and timecard approvals.
Requires a minimum of 2 years of team leadership experience and SIE and Series 7 certifications within 90 days of hire. A bachelor's degree is preferred, or 6+ years of progressive experience in related fields.
Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
As a Service Manager at LPL Financial, you'll step into a pivotal role at the heart of our Client Success team. In this position, you'll lead a talented group of around 15 Service representatives, serving as a guiding force in delivering exceptional service to our valued investors and advisors. You will play a crucial role in executing on LPL’s mission by providing real time coaching and development of your team, building your team’s capability, and ensuring clients are provided service and experience that reflects our commitment to excellence. You will demonstrate critical thinking and problem-solving skills by navigating a variety of complex topics with your team and leveraging your contact center expertise to provide consultative support to your team and those working directly to build repeatable solutions for our clients and LPL as a whole.
Your dedication to client satisfaction and your ability to effectively lead and coach your team will be instrumental in driving success and maintaining our client-centric values. By taking care of our advisors, you'll enable them to better serve their clients, further solidifying our reputation as a trusted financial partner.
Directly lead and guide a team of about 13 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results.
Coach individual team members in real time, inclusive of coaching sessions after pain points identified or client escalation so as to further develop your team’s call management skills.
Support Service Professionals and clients through service escalations, as needed
Use performance reports, including individual frontline metrics and various team metrics to better coach and develop your team, and manager performance as necessary
Identify team performance trends and areas for improvement to enhance team efficiency and advocate for additional resources when necessary.
Identify, interview, and hire exceptional team members, ensuring thorough evaluation and strategic selection.
Execute administrative management responsibilities, including timecard approvals, reviewing time-off requests, and monitoring attendance.
Partner with HR colleagues and advise senior leadership on progressive counseling needs for Service Professionals, actively participating in the creation and presentation of action plans to enhance performance.
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.
Bachelor’s Degree preferred or 6+ years progressive experience in related fields
Minimum of 2 years as team lead or manager of a team
SIE and Series 7 required within 90 days of employment
Preferred training in multiple skills Move Money, Transfers, New Accounts and Direct Business.
Skilled at coaching, employee development and managing and supporting employee performance
Ability to drive results within a team
Proficiency in customer service
Communication skills; both written and verbal
Problem solving skills and ability to analyze performance data trends
Agile mindset
Financial services or FinTech experience
Call center or service center high volume call and team management
Professional coaching certifications
Knowledge of project management tools and techniques
Experience managing hybrid employees (in-office and remote)
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.
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
Empowering financial advisors to deliver personalized advice to all who need it.
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, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
Offices: 4707 Executive Drive, San Diego, CA 92121-1968, US · 1055 LPL Way, Fort Mill, South Carolina 29715, US · 75 State St, 22nd Floor, Boston, Massachusetts 02109, US · 13620 N FM 620, Building C, Suite 200, Austin, Texas 78717, US
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