Brett Lowenthal

About Brett Lowenthal

Personable, friendly and solution-oriented Client Services Manager with over 20 years of experience in service and support, Dedicated to customer loyalty and satisfaction. Demonstrated ability to coach and lead a team committed to operational excellence. Possess superb relationship building skills including the ability to relate constructively to all levels of the organization. Collaborate with leaders and associates across the organization to create a seamless experience for our customers.

Experience

1. Service Center Manager

   LPL Financial

   Aug 2024 — Present · US

   Understand and interpret rule modifications in an ever-changing regulatory environment, and understand the business needs of LPL, our advisors, and other departments.• Deliver an exceptional advisor and client experience possible through operational and service excellence delivery.• Provide ongoing support, coaching, feedback and development opportunities to address team members needs in order to engage them and help them be more effective and successful.• Streamlining standardized service level expectations, best practices, and methods to ensure service levels of the team.• Handle escalations and inquiries by Service Partners, Advisors, and ley business partners.• Develop and maintain positive, productive relationships with leadership, peers, teammates, and employees.• Champions company core values, always demonstrating the highest level of personal character, integrity, and leadership

Skills

• Management
• Issue Resolution
• Team Leadership
• Customer Service
• Retirement Planning
• Call Centers
• Microsoft Office
• Sales
• Call Center Administration
• Employee Relations
• Peer Coach
• Avaya Ip Telephony
• Long-Term Customer Relationships
• Mutual Funds
• Computer Proficiency
• Investments
• Data Entry
• Training
• Customer Satisfaction
• Financial Services
• Insurance
• Communication