Jose P.

Experience

1. Senior Compensation Consultant

   LPL Financial

   Jul 2020 — Present · San Diego, CA, US

   Secondary level consultant for our inbound compensation call center, effectively advisor payroll. I assist by providing research and analysis for missing compensation inquires through our various channels via direct business, omni, or internal LPL advisory platform products- Manage a pipeline of inquires acting as an advisor liaison, resolving cases from start to finish. In addition to inbound inquiries, I manage our efforts to actively contact any of our advisors of an any pending comp issues that will impact payroll- Also in charge of being the point of contact for some of our larger producing firms- Work closely with our team to continuously improve our service model to deliver high quality/effective customer service- Develop creative solutions to manage customer relationships for multiple financial advisors across the country Simultaneously help navigate LPL CRM options - Implement LPL\'s SaaS products in creative ways, unique to each client\'s needs - Assist with onboarding process for new financial advisors and increasing business efficiency, communicating with firms executives, and building relationships to manage business processes - Help Team Maintain a 80% or better Service Level by also managing my individual goals - Coach new hires on how to engage clients during calls and ensure customer success - Supported clients with detailed compensation reports and data-driven insights to aid in decision-making processes