LPL Financial

Associate Analyst, Operations – Performance and Data Recon

LPL Financial

full-time

Posted on:

Location Type: Office

Location: Fort Mill • South Carolina • United States

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Salary

💰 $21 - $35 per hour

About the role

  • Develop an in-depth understanding of Client Reporting Applications and software to become a Subject Matter Expert (SME).
  • Respond promptly and accurately to client inquiries, offering effective solutions and resolutions
  • Take ownership of advanced Client Reporting escalations, serving as a dedicated liaison for escalated cases
  • Proactively seek opportunities to enhance the client experience through continuous improvement initiatives
  • Collaborate with team members to provide support on 3rd Party Reporting, PDR Level II Processes, Team Projects, and/or Client Reporting Mailbox duties
  • Strive to maintain a high level of professionalism and empathy while interacting with clients to build positive relationships.
  • Continuously update knowledge of industry trends and best practices to offer cutting-edge solutions.
  • Maintain a queue SLA of 80% or more
  • Direct all inquiries through the proper channels to ensure proper processing and escalating inquiries when needed
  • Identify trends and suggest operational improvements to the PDR team
  • Actively participate in customer service, technology and continuous learning trainings
  • Collaborate with internal business partners to assist in resolving escalations
  • Adapting and adopting to process changes and the updates related to client-facing software functionality
  • Engage in Team Huddles and become a well-rounded individual that contributes to a positive team dynamic and culture

Requirements

  • 1+ year in financial services with client facing or operations experience
  • Excellent verbal and written communication skills
  • Strong time management and organizational skills
  • Strong attention to detail with a proactive approach to solving and preventing problems
  • Ability to present complex information in a clear and concise way; strong analytical skills
  • Ability to prioritize responsibilities to ensure deadlines provided by regulators and firm are followed and identify and manage firm risk
  • Ability to perform under pressure and adapt to changes
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.

Soft Skills
communication skillstime managementorganizational skillsattention to detailanalytical skillsproblem-solvingprioritizationadaptabilityprofessionalismempathy