Data-Driven 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

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.