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Analyst, Operations – Client Reporting

2 months ago

Fort Mill, United States LPL Financial Full time

Job Overview:

Client Reporting (Statements Communications) is part of LPL’s Operations. The department is responsible for regulatory mailings such as Trade Confirmations, Prospectus, Monthly/Quarterly Statements, and Client Letters. Additional processes include Return Mail and DBA (Doing Business AS) Statement Logos. Client Reporting works closely with various LPL departments involved in the monthly statement review process, as well as those responsible for operational mailings.

The Analyst will play a high visible role on the Client Reporting team. You will be responsible for interpreting and implementing regulatory rule modifications to new and existing products, execute test scripts for UAT (User Acceptance Test) testing, and complete daily/weekly/monthly reporting.

Responsibilities:

Assuming ownership of complex situations, set expectations, and take appropriate actions to resolve inquiries in a timely manner.

Using data analysis to help develop a more proactive and anticipatory approach to risk management by identifying areas for improvement, creating frameworks, and providing structured support to business owners.

Provide support to UAT (User Acceptance test) testing and readiness efforts.

Leverage technology to automate manual work and simplify processes to create a scalable, flexible, and efficient infrastructure.

Assist with internal and external audit process walkthroughs and requests.

Assist on escalation management, being able to suggest solutions.

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 can execute in a way that encourages creativity and continuous improvement.

Requirements:

Three or more years of professional business experience; demonstrated knowledge of the financial services industry and LPL platforms, products, and services.

Knowledge in SQL, or other scripting language.

Proficient with database concepts and can write queries.

Proficient with MS Excel including pivot tables and complex logic-based formulas.

Core Competencies:

Exceptional problem-solving skills that enable efficient identification of issues and the execution of robust quantitative analysis to answer business questions.

Ability to manage multiple priorities.

Ability to drive change and communicate the why behind new initiatives to all stakeholders.

Strong communicator with excellent written and verbal communication skills.

Ability to work collaboratively as a team player and build good rapport with teams.

Ability to work independently with minimal supervision.

Preferences:

Lean Six Sigma Yellow or Green Belt, Design Thinking, or Agile-Scrum Methodology

Operations experience with broker/dealer

FINRA Securities Industry Essentials (SIE) and Series 99

Pay Range:

$23.89-$39.81/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