LPL Financial

Associate Analyst, Networking

LPL Financial

full-time

Posted on:

Location Type: Office

Location: Fort Mill • North Carolina, South Carolina • 🇺🇸 United States

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Salary

💰 $20 - $34 per hour

Job Level

JuniorMid-Level

Tech Stack

SQL

About the role

  • Provide problem-solving, reporting, project and training support to the Networking team
  • Communicate complex issues both in writing and verbally to management and internal/external vendors and customers
  • Provide oversight of existing processes and mitigate risk against future firm impact
  • Document quality issues, performance measures and quality improvements for management review
  • Support leadership on multiple and possibly overlapping projects
  • Ability to take on new challenges
  • Reengineer existing processes for improved experience and accuracy
  • Coordination with internal and external team members to implement or support ongoing processes
  • Process change management including updating and maintaining department controls and procedures
  • Ability to meet strict deadlines with minimal supervision in a fast-paced environment
  • Analyze information and strong reporting skills
  • Handle escalations received from both the Service Center and Internal teams

Requirements

  • 3+ years’ experience in the brokerage and financial services industry
  • 2+ years of experience working with MS Access and MS Excel (Macro experience with excel)
  • Experience with SQL and Alteryx for running data queries
  • Bachelor Degree Preferred
  • FINRA licenses preferred
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
MS AccessMS ExcelSQLAlteryxdata queriesprocess change managementreportingquality improvementsperformance measuresproblem-solving
Soft skills
communicationleadershiporganizationalanalyticaladaptabilitycoordinationtime managementrisk mitigationescalation handlingproject support
Certifications
FINRA licenses