Associate Analyst, Retirement Partners

LPL Financial LLC; Fort Mill (SC); On-site; USD 29,000 - 47,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Job summary

LPL Financial LLC in Fort Mill, SC seeks an Associate Analyst to support client mailings, block transfers, and data mining. You will collaborate with teammates, learn firm policies, and contribute to onboarding and proposals, while building hands-on experience in data accuracy, reporting, and process improvement.

The role emphasizes teamwork, proactive communication, and the use of department tools to ensure timely, high-quality deliverables within a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 2+ years of experience in data management or analytics.
• Intermediate MS Office skills; Excel, Word, PowerPoint preferred; Access a plus.

Responsibilities

• Support and collaborate with experienced colleagues on client mailings, block transfers, and data mining.
• Participate in projects and tasks related to proposals, onboarding new business, and managing provider relationships in support of sales.
• Develop fundamentals in policies, procedures, and documentation; ensure timely deliverables and proactive communication.
• Leverage department tools and resources to improve efficiency and accuracy.

Skills

Data management

Analytics

MS Office

Project management

Education

Bachelor's degree

Tools

MS Access

Job description

Where Ambition Meets InnovationBuild 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 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 salesAssume responsibility of less complex projects & tasks while developing fundamental concepts, practices and proceduresRegularly exercise excellent business judgment; research and resolve departmental issues that increase efficiencyMaintenance of accurate and current documentation where appropriate and work with appropriate parties to ensure timely deliverablesPro-active communication with all responsible parties for updates and reportingBecome accomplished in use of all relevant department tools and resourcesWhat 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:Bachelor’s degree or equivalent work experience2+ years of experience in data management or analyticsPreferrences:Intermediate skills in MS Office, especially Excel, Word, PowerPoint (Access a plus)Project management experience highly desiredPay Range:$20.85-$34.71/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!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.Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.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 Solutions Center at [phone].EAC 5.19.26