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Senior Consultant, Client Feedback
LPL FinancialCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client experience management and feedback systems, ensuring high-quality communication and timely resolution of client concerns. Proficient in coordinating stakeholder efforts and maintaining service level agreements while fostering a client-centric approach.
Highest-signal resume keywords
Client Experience ManagementFeedback SystemsWealth Management Industry ExperienceClear Written And Verbal CommunicationProactive Problem-Solving
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Manage and triage incoming client feedback
- Ensure timely acknowledgment, accurate routing, and closed-loop communication
- Serve as a quality control checkpoint for consistent, professional client communications
- Monitor timelines and service level expectations, flagging risks or delays and escalating issues
- Partner with feedback subject matter experts to track progress, send reminders, and reinforce expectations
- Identify stale or aging feedback items and re-engage stakeholders
- Participate in working sessions or support touchpoints with SMEs to address complex or sensitive feedback
- Maintain assigned SME coverage areas through topic alignment and onboarding activities
- Contribute to feedback reporting and governance activities
- Identify issues, suggest improvements, and follow established workflows
- Demonstrate client-centric and hospitality-minded behaviors
Requirements
What you’ll need- 3-5 years’ experience in client experience, feedback management, operations, or service quality roles
- 1+ years’ experience in the wealth management industry
- Bachelor’s degree in communications, business administration, social sciences or related field, or equivalent years’ work experience
- Strong accountability and follow-through
- Ability to deliver consistent, high-quality results with strong attention to detail
- Ability to coordinate efforts across multiple stakeholders
- Clear and professional written and verbal communication
- Ability to manage multiple priorities, deadlines, and SLAs
- Proactive problem-solving and appropriate escalation judgment
- Experience with feedback systems, CRM tools, case management platforms, or operational workflows is a plus
- Experience with Medallia is a plus
- Exposure to Tableau is a plus
Benefits
Comp & perks- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Competitive LPL Total Rewards package
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Feedback ManagementOperations ManagementService QualityAttention To DetailStakeholder Coordination
Soft Skills
AccountabilityFollow-ThroughProactive CommunicationTime Management
Tools & Technologies
CRM ToolsCase Management PlatformsOperational WorkflowsMedalliaTableau
Industry Keywords
Client FeedbackQuality ControlService Level AgreementsGovernance ActivitiesHospitality-Minded Behaviors