Associate Analyst, Client Compensation

lplfinancial; Fort Mill (SC); On-site; USD 29,000 - 48,000; Full time

Job summary

LPL Financial is seeking an Associate Analyst in Fort Mill, SC to support Client Compensation through data research, analysis, and reporting. The role requires self-motivation and the ability to work with minimal supervision while delivering accurate compensation information for advisors.

Responsibilities include data modelling, ad-hoc reporting, and collaboration with internal and external partners. A background in financial services and experience with commissions for advisors is preferred.

Qualifications

• 1+ years of operational experience in a financial services environment.
• Experience with commissions for advisors is a plus.
• Strong analytical and problem-solving abilities with high attention to detail.

Responsibilities

• Sort and model data, support process analysis/redesign and assist in project work.
• Communicate with others and balance workload in a dynamic environment to ensure tasks are completed accurately and timely.
• Perform complex data analysis, reconciliations and design/develop ad-hoc reports
• Interact with internal and external partners to ensure data accurately reflects reporting needs
• SME Data support to external organizations

Skills

Communication

Time management

Attention to detail

Analytical thinking

Collaboration

Self-motivation

Adaptability

Multi-tasking

Client service

Teamwork

Tools

Oracle/ComRidge

Varicent

MS Excel

Outlook

PowerPoint

Word

Dynamics

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Associate Analyst position in Client Compensation plays a role in support of several key areas across the Client Compensation team. The level of support across these areas will vary based on business need and as such she/he must be self-motivated and have the ability to work effectively with minimal supervision. The associate analyst is responsible for research, investigation, and analysis to proactively and reactively support our advisors receiving accurate compensation.

Responsibilities:

• Sort and model data, support process analysis/redesign and assist in project work.
• Communicate with others and balance workload in a dynamic environment to ensure tasks are completed accurately and timely.
• Perform complex data analysis, reconciliations and design/develop ad-hoc reports
• Interact with internal and external partners to ensure data accurately reflects reporting needs
• SME Data support to external organizations

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 1+ years of operational experience in a financial services environment

Core Competencies:

High energy self-starter; must be able to take the initiative with minimal guidance and be comfortable working independently and as part of a team Excellent communication, organization, and time management skills, with ability to multi-task and manage multiple on-going assignments Strong quantitative and qualitative analytical skillset for with high attention to detail

Preferences:

• Experience working on commissions for advisors
• Experience solving complex issues and working with 3rd party clients in a timely manner
• Experience with Oracle/ComRidge experience
• Varicent experience
• Reporting experience using MS Excel
• MS Office suite (Excel, Outlook, PowerPoint, Word)
• Dynamics experience

Pay Range:

$20.85-$34.71/hour

Actual 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!

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• and more.

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources S

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Principals only. EOE.