Advisor Compensation Solution Professional
LPL Financial(1 month ago)
About this role
The Client Compensation Professional at LPL Financial handles advisor compensation inquiries received via phone and email, partnering with internal business units to research and resolve issues. The role supports billing activities and contributes to high-impact projects and initiatives to deliver strong outcomes for the department and advisors.
Required Skills
- Customer Service
- Phone Communication
- Excel
- Pivot Tables
- Research
- Billing
- Inbound Calls
- Outbound Calls
- Dynamics
- Oracle
+3 more
Qualifications
- Bachelor's Degree (Finance)
- SIE Certification
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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