Client Reporting & Data Analytics Associate

LPL Financial; Tempe (AZ); On-site; USD 29,000 - 48,000; Full time

Job summary

LPL Financial is seeking a PDR Associate Analyst in Tempe to resolve questions on Client Reporting Applications and to serve as a liaison for advanced client reporting escalations. The role emphasizes strong customer focus and delivering top-tier service experiences.

Responsibilities include collaborating across teams, analyzing investment activity, and validating performance figures while mitigating risk and ensuring data quality.

Qualifications

• 2+ years in financial services with client facing or operations experience.

Responsibilities

• Collaborate with team on multiple client requests.
• Field escalations and provide performance explanations.
• Analyze firm-wide investment activity.
• Review performance figures and resolve discrepancies.
• Coordinate with other business units to fix recurring issues.
• Identify reporting defects.
• Document data quality issues and improvements.
• Implement solutions under management direction.
• Oversee processes and mitigate future risk.

Skills

Analytical skills

Team collaboration

Communication skills

Tools

SQL Studio

Job description

LPL Financial is seeking a PDR Associate Analyst in Tempe to resolve questions on Client Reporting Applications and to serve as a liaison for advanced client reporting escalations. The role emphasizes strong customer focus and delivering top-tier service experiences.

Responsibilities include collaborating across teams, analyzing investment activity, and validating performance figures while mitigating risk and ensuring data quality.