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Associate Analyst, Operations

1 month ago

Fort Mill, United States LPL Financial Full time

Job Overview:

The ideal candidate will understand the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment. The Associate Analyst will support project & task assignments related to the facilitation of client mailings, block transfers, and data mining. They will regularly exercise excellent business judgment and research and resolve data issues.

Responsibilities:

The Associate Analyst role is to support and collaborate with more experienced colleagues and leverage opportunities to increase knowledge and responsibilities.

Jointly participate in project & task assignments with other team members to gain experience in policies and procedures related to the facilitation of proposals, onboarding new business, and managing provider relationships in support of sales

Assume responsibility of less complex projects & tasks while developing fundamental concepts, practices and procedures

Regularly exercise excellent business judgment; research and resolve departmental issues that increase efficiency

Maintenance of accurate and current documentation where appropriate and work with appropriate parties to ensure timely deliverables

Pro-active communication with all responsible parties for updates and reporting

Become accomplished in use of all relevant department tools and resources

What are we looking for?

We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment , are client-focused , team oriented , and are able to execute in a way that encourages creativity and continuous improvement .

Requirements:

Bachelor’s degree or equivalent work experience

2+ years of experience in data management or analytics

Preferred:

Intermediate skills in MS Office, especially Excel, Word, PowerPoint (Access a plus)

Project management experience highly desired

Pay Range:

$20.23-$33.71/hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer