Remote Client Reporting & Data Quality Analyst

LPL Financial; United States; Remote; USD 29,000 - 48,000; Full time

Job summary

LPL Financial is seeking a remote Performance and Data Reconciliation Associate Analyst to resolve questions on client reporting applications and to serve as a liaison for advanced escalations, delivering a superior service experience.

You will collaborate with team members on overlapping client requests, analyze firm-wide investment activity, review performance data for discrepancies, and document data quality issues. SQL Studio familiarity and SIE/Series 99 are preferred.

Qualifications

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

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.

Tools

SQL Studio

Job description

LPL Financial is seeking a remote Performance and Data Reconciliation Associate Analyst to resolve questions on client reporting applications and to serve as a liaison for advanced escalations, delivering a superior service experience.

You will collaborate with team members on overlapping client requests, analyze firm-wide investment activity, review performance data for discrepancies, and document data quality issues. SQL Studio familiarity and SIE/Series 99 are preferred.