Description
LPL Financial is seeking multiple Client Compensation Specialists to support its Compensation Operations team during the upcoming tax season. This individual will serve as the first point of contact for financial advisors calling regarding commissions, compensation inquiries, payment issues, reporting questions, and related service requests.
This is a fast-paced, phone-based position requiring strong customer service skills, attention to detail, and the ability to absorb and apply large amounts of information quickly. Successful candidates will be comfortable navigating multiple systems, documenting cases, and providing a professional experience while managing a high volume of inbound calls.
Handle inbound advisor calls related to commissions, compensation payments, reporting inquiries, and account servicing questions. Create and document cases for every advisor interaction. Resolve straightforward inquiries during the call whenever possible. Escalate complex issues to Compensation Case Analysts for further review and investigation. Gather accurate information and detailed notes while actively listening to advisors. Navigate multiple internal systems and applications simultaneously. Maintain professionalism and composure when supporting frustrated or escalated callers. Meet service-level expectations in a structured call center environment. Participate in training, shadowing, and ongoing coaching to build product and compensation knowledge.
Skills
call center environment, Attention to detail, Investments, Wealth Management
Top Skills Details
call center environment,Attention to detail,Investments,Wealth Management
Additional Skills & Qualifications
Financial services experience. Support experience with advisors, brokerage firms, banking, investments, wealth management, or related industries. Experience handling high-volume inbound call environments. SIE (Securities Industry Essentials) certification is a plus but not required. Experience with Oracle, Dynamics, NICE CXone, CRM systems, or similar platforms.
Experience Level
Intermediate Level
Job Type & LocationThis is a Contract position based out of Tempe, AZ. Pay and BenefitsThe pay range for this position is $21.00 - $23.00/hr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave) Job Type & LocationThis is a Contract position based out of Tempe, AZ. Application DeadlineThis position is anticipated to close on Nov 13, 2026. Workplace TypeThis is a hybrid position in Tempe,AZ.
About TEKsystems
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
