Data & Analytics Associate - Retirement Services

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

Job summary

LPL Financial Holdings Inc. is seeking an Associate Analyst to support data management, analytics, and client-related processes in a fast-paced environment. The role emphasizes collaboration, accuracy, and initiative in handling proposals, onboarding, and vendor relationships.

The ideal candidate has a Bachelor's degree or equivalent experience, 2+ years in data analytics, and proficient MS Office skills. You will develop fundamental concepts and contribute to process improvements while

Qualifications

• Bachelor's degree or equivalent work experience is required.
• 2+ years of experience in data management or analytics.
• Strong MS Office proficiency (Excel, Word, PowerPoint) preferred.

Responsibilities

• Support and collaborate with more experienced colleagues on projects and tasks.
• Participate in project assignments related to proposals, onboarding, and provider relationships.
• Develop fundamental concepts, practices and procedures while handling less complex tasks.
• Research and resolve departmental issues to improve efficiency.
• Maintain accurate documentation and ensure timely deliverables.

Skills

Data analytics

Team collaboration

Problem solving

Education

Bachelor's degree or equivalent

Tools

MS Office

Excel

Word

PowerPoint

Job description

LPL Financial Holdings Inc. is seeking an Associate Analyst to support data management, analytics, and client-related processes in a fast-paced environment. The role emphasizes collaboration, accuracy, and initiative in handling proposals, onboarding, and vendor relationships.

The ideal candidate has a Bachelor's degree or equivalent experience, 2+ years in data analytics, and proficient MS Office skills. You will develop fundamental concepts and contribute to process improvements while