Case Manager

Responsibilities

• Resolve complex cases requiring in-depth attention and strong industry knowledge
• Provide high-quality service with professionalism, courtesy, and a focus on exceeding customer expectations
• Support premium service offerings by providing specialized assistance and ensuring high-touch service for high-value clients
• Take full responsibility for tasks, ensuring accurate and efficient completion with maintained accountability
• Coordinate efforts across multiple business units including Service, Operations, Compliance, and Legal
• Manage 10-20 cases concurrently with thorough documentation of all communications, updates, root causes, and continuous improvement opportunities
• Continually learn and adapt to the firm's evolving operating procedures
• What are we looking for?

Requirements

• Minimum of 2 years in brokerage/financial services client-facing or operations experience
• Core Competencies:
• Verbal and written communication skills.
• Attention to detail with a pro-active approach to solving and preventing problems.
• Ability to work under pressure/deadlines and manage multiple priorities.
• Knowledge of Prudential Service
• Preferences:
• Bachelors preferred or equivalent work experience.
• Prior Case Management experience preferred
• Minimum of one year experience with Prudential Service team preferred
• Pay Range:
• $27.48-$45.81/hour
• Company Overview:
• 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.
• Information on Interviews:
• EAC 5.19.26

Benefits

Additional Information

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: A Case Manager within the Prudential Service organization will own complex cases through resolution and represent the firm to Prudential Home Office, Prudential financial advisors, their staff, and end clients.

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