Jason Valencia

About Jason Valencia

I currently serve as Manager of the Client Technology Management Team where I support…

Experience

1. Client Technology Management Operations Manager

   LPL Financial

   Mar 2020 — Present · San Diego, CA, US

   As Operations Manager of Client Technology Management (CTM) I am responsible for managing the day-to-day activities of CTM\'s operations by working collaboratively with our processing team to make sure our customer\'s interactions are handled with utmost quality. I am also responsible for the delivery of key information to our team to ensure customer account creation, activation, and ongoing maintenance and support for 60+ products and services available through LPL Financial can be effectively communicated to our advisors.

Education

• The University of Arizona Global Campus

  Master of Business Administration (M.B.A.)

  2009 — 2011

• California State University, Northridge

  Bachelor of Science - BS - Business Adminstration , Marketing

  2003 — 2006

Skills

• Customer Insight
• Educational Technology
• Student Engagement
• Policy
• Student Loans
• Customer Engagement
• Retaining Customers
• Academic Administration
• Resume Writing
• Student Financial Aid
• Campus
• Training
• Customer Satisfaction
• Social Media Marketing
• Career Counseling
• Title Iv
• Leadership
• Strategic Communications
• Hospitality
• Staff Development
• Strategic Planning
• E-Learning
• Customer Retention
• Campusvue
• Disc Certified
• Leadership Development
• Student Recruiting
• Enrollment Management
• Analysis
• Operations Management
• Marketing Strategy
• Finance
• Student Counseling
• Adult Education
• Customer Support
• Educational Leadership
• Marketing Management
• Student Affairs
• Instructional Design
• Higher Education