Client-Reporting Data Integrity Analyst

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

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Performance and Data Reconciliation Associate Analyst to resolve questions related to Client Reporting Applications and to serve as a liaison for escalations. The role focuses on delivering top-tier service while supporting resolution of performance data across multiple client reporting platforms.

The ideal candidate brings client-facing experience, strong analytical abilities, and a commitment to accuracy.

Qualifications

• 2+ years in financial services with client facing or operations experience.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Must have excellent verbal, listening, and written skills.
• SIE and Series 99 preferred.

Responsibilities

• Collaborating with team members on multiple and possibly overlapping client requests.
• Supporting clients by fielding escalations and providing performance related explanations.
• Transaction accounting to analyze firm wide investment activity.
• Reviewing and validating performance figures and resolving any resulting discrepancies.
• Collaborating effectively and efficiently with other business units to correct recurring issues.
• Identifying reporting defects.
• Documenting data quality issues, performance measures, and quality improvements.
• Implementing solutions with management direction.
• Overseeing existing processes and mitigating risk against future firm impact.

Skills

Client facing

Analytical skills

Problem-solving

Verbal communication

Tools

SQL Studio

Job description

LPL Financial is seeking a Performance and Data Reconciliation Associate Analyst to resolve questions related to Client Reporting Applications and to serve as a liaison for escalations. The role focuses on delivering top-tier service while supporting resolution of performance data across multiple client reporting platforms.

The ideal candidate brings client-facing experience, strong analytical abilities, and a commitment to accuracy.