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Client Reporting Associate Analyst: SME & Escalations

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: LPL Financial LLC
Full Time position
Listed on 2026-08-11
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 29000 - 48000 USD Yearly USD 29000.00 48000.00 YEAR
Job Description & How to Apply Below

LPL Financial Holdings Inc. is seeking an Associate Analyst in the Performance and Data Reconciliation (PDR) department on the CRSST to act as a SME for Client Reporting applications and data. You will resolve complex inquiries, manage escalations, and support 3rd party reporting and mailbox duties.

The role emphasizes continuous improvement, professional client interactions, and collaboration with internal partners to resolve escalations and enhance service quality.

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Position Requirements
10+ Years work experience
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