Technical Case Manager

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Job Overview:

We are standing-up a new Employee Advisor focused Help Desk, aimed at providing white-glove support to our newest set of customers, Employee Advisors, and their offices. This dedicated group of problem solvers will serve as case managers for all things IT to this select group of customers.

Responsibilities:

• The daily functions of this role will serve as a contact point (via phone, email, Chat etc.) to a new group of customers. The role will require a consistent delivery of customer focused support, owning issues as Case Manager until resolution. Quickly resolving IT issues with a friendly approach will be critical to the success of the candidate.
• Assist in preparing, maintaining, and upholding procedures for logging, reporting, and statistically monitoring PC performance.
• Accurately document instances of hardware failure, repair, installation, and removal.
• Assist in developing strategies and capacity planning for future computer hardware needs.
• Support development and implementation of new technology in the IT/Office/Financial Advisor environment
• Application support for internal build software
• Technical support on-site or via phone or email
• Install or repair Windows or Macintosh computers with standardized applications and networking software, diagnosing, and solving problems that develop in their operations.
• Respond to user questions and explain the operation of network applications and equipment.
• Assist in the maintenance of standards and documentation.
• Performs analytical, technical, and administrative work in planning, installing, supporting computer equipment and software under moderate supervision.
• Resolves and researching complex issues within the trading environment involving Desktops and Citrix platforms.
• Consult with end users to determine optimal configuration of equipment and applications.
• You will be expected to exercise judgment within generally defined practices and policies in selecting methods and techniques for obtaining solutions.
• Less than 10% travel required.

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:

• Experience with hardware knowledge for laptops, desktop, servers and networking
• Strong customer service skills are key
• Ability to manage multiple open cases at a time

Core Competencies:

• Attention to detail in the performance of duties and in documentation
• Ability to understand scope and impact of issues and coordinate support accordingly
• Customer-Centric and holistic approach to workload

Preferences:

• IT Certifications a plus (A+, Net+, HDI etc)
• Preferred previous Financial Advisor Support experience or other relevant experience
• Finra License a major plus but not required (Series 99)

Pay Range:
$26.34-$43.90/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!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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 .

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