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Financial Services

Case Manager, Financial Services — Complex Issues Expert

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A leading financial services firm in Arizona is seeking a Case Management Team member to partner with Advisors and resolve complex issues. Ideal candidates will have 2+ years in financial services, strong analytical skills, and proficiency in Microsoft Office. Responsibilities include tracking communications, researching service issues, and creating trend reports. Join this dynamic, collaborative team dedicated to exceptional client experiences and impactful work.
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