Associate Analyst, Operations

LPL Financial

📍 Tempe, Arizona, United States

Full time Business Operations Specialists

Job Description

Job Overview:

Responsibilities:

  • Supporting complex cash management distribution related issues ownership of each inquiry as the main point of contact. Additionally, for complex requests, taking ownership of the case that results in follow-up phone calls, processing, and proper documentation.
  • Supporting and managing escalated issues in a timely manner and acting as the point of contact for case resolution. Facilitating the proper handling of client complaints per regulatory requirements by communicating to and collaborating with FINOP, Compliance, Legal, and Risk teams when necessary.
  • Maintaining and actively participating in the team training program and new hire onboarding experience. Maintaining a positive and supportive workplace environment by taking initiative and assisting individual team members when appropriate. Delivering regular positive feedback and coaching opportunities to support the team’s development.
  • Keeping appris...
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