ANALYST, OVERLAY SERVICE
Job Description
Responsibilities:
- Responsible for daily MAS reporting
- Primary owner of OPMG research support mailbox. The owner will see the issue through to the end and follow-up with findings.
- Pro-active communication with our internal business partners with updates and reporting
- Become accomplished in use of all relevant department tools and resources
- Assist in developing and improving quality and processes to create a consistent service experience
- Assist with all MAS level 2 research requests and escalations from frontline
What are we looking for?
We want strong collaborators who can deliver a world-class client experience while maintaining a strong self-driven tempo. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
- 1-3 years of industry experience (preferably financial services) in Operations
- Intermediate skills in MS Office (especially Excel) and Smart sheets
- Highly detail oriented with strong analytical and problem solving skills
- Possesses strong collaboration and team-building awareness
Core Competencies:
- All Microsoft applications, particularly, VISIO, WORD, ACCESS, PowerPoint and Excel (VBA)
- Ability to work independently in a fast-paced environment with multiple priorities
- Ability to work with and communicate effectively to various levels throughout the organization
- Strong attention to detail with a pro-active approach to solving and preventing problems
- Ability to work under pressure/deadlines and manage multiple priorities
- Strong time management and organizational skills
Pay Range:
$16.73-$27.88/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
