Eric Houser
Charlotte
Summary
Detail-oriented professional with a robust background in performance analysis and client relationship management. Known for delivering exceptional service and reducing onboarding timelines, ready to leverage expertise to drive operational excellence and support business growth.
Overview
10
10
years of professional experience
Work History
Onboarding Partner
LPL Financial LLC
Fort Mill, SC
05.2022 - 03.2026
- Served as primary relationship lead for advisors transitioning into LPL Financial’s Institution Services, and Hybrid RIA channels, successfully onboarding advisors while maintaining high satisfaction and retention levels.
- Directed complex end-to-end transitions involving account setup, platform integration, data migration, and documentation, reducing onboarding timelines from 4-6 weeks to 2 weeks or less enabling faster revenue generation
- Delivered expert guidance on enterprise technology and operational platforms, training advisors and staff to accelerate adoption and achieve operational readiness within1-3 days after transition.
- Conducted detailed reviews of registration filings, CRD records, and compliance documentation, while contributing to minimizing regulatory risk exposure
- Collaborated with cross-functional teams across compliance, legal, operations, and technology to resolve escalated issues, improving transition efficiency and reducing delays.
- Managed high-volume onboarding pipelines simultaneously (up to 40 transitions at once), ensuring consistent delivery of compliant, white-glove service
- Strengthened advisor confidence and long-term engagement, supporting retention and business growth across newly onboarded practices.
Volunteer Benefits Specialist I & II
Colonial Life
Columbia, SC
12.2015 - 05.2022
- Delivered high-quality customer service aligned with organizational service commitments by processing claims within mandated turnaround times, consistently exceeding departmental performance goals
- Evaluated complex medical documentation, policy provisions, and case details to determine claim validity and benefit eligibility, ensuring accurate adjudication and regulatory compliance
- Resolved escalated customer concerns through effective verbal and written communication, de-escalating sensitive situations while preserving client trust and satisfaction
- Recognized for strong analytical problem-solving skills in interpreting policy language and applying benefits appropriately across diverse case scenarios
- Founded and led a cross-functional engagement committee of 8–10 members, driving initiatives focused on employee motivation, professional development, and recognition across teams and departments
- Implemented programs that improved morale, strengthened collaboration, and increased employee engagement within the organization
Customer Service Representative I
Colonial Life
Columbia, SC
12.2015 - 02.2017
- Responded to high-volume telephone and email inquiries with timely, accurate information, reducing customer complaints and preventing escalations while meeting service-level standards
- Partnered cross-functionally with internal business units to identify solutions, resolve complex issues, and deliver seamless customer outcomes
- Consistently met or exceeded individual and team performance metrics, contributing to highly responsive, customer-focused service delivery and strong satisfaction results
- Demonstrated active listening and problem-resolution expertise to address customer concerns effectively, utilizing available tools and resources to achieve first-contact resolution whenever possible
- Maintained professionalism in high-pressure situations, strengthening customer trust and reinforcing the organization’s service reputation
Education
No Degree - Business Management
Benedict College
Columbia, SCHigh School Diploma -
Orangeburg Wilkinson High
Orangeburg, SC05.1997
Skills
- Customer relationship building
- Marketing
- Performance analysis
- Knowledgeable in microsoft
- Client relationship management
Timeline
Onboarding Partner
LPL Financial LLC
05.2022 - 03.2026
Volunteer Benefits Specialist I & II
Colonial Life
12.2015 - 05.2022
Customer Service Representative I
Colonial Life
12.2015 - 02.2017
No Degree - Business Management
Benedict College
High School Diploma -
Orangeburg Wilkinson High