> Markdown version of [/jobs/ext/1990614-associate-analyst-operations-performance-and-data-recon](https://www.wearedevelopers.com/jobs/ext/1990614-associate-analyst-operations-performance-and-data-recon). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Associate Analyst, Operations - Performance and Data Recon - **Company:** LPL Financial - **Location:** Tempe, AZ, United States (Remote available) - **Salary:** $43,368.0 - $72,197.0 - **Contract:** Permanent contract - **Skills:** Microsoft Word, Microsoft Excel, Microsoft Office - **Published:** August 8, 2026 - **Apply:** https://lplfinancial.wd1.myworkdayjobs.com/External/job/Tempe/Associate-Analyst--Operations---Performance-and-Data-Recon_R-052711-1 ## About the Role * 1+ year in financial services with client facing or operations experience (comparable experience may be considered), * Verbal and written communication skills * Time management and organizational skills * Attention to detail with a proactive approach to solving and preventing problems * Ability to present complex information in a clear and concise way; strong analytical skills * Ability to prioritize responsibilities to ensure deadlines provided by regulators and firm are followed and identify and manage firm risk * Ability to perform under pressure and adapt to changes Preferences: * Prior experience in client service or support roles within the financial industry is advantageous * Experience using Client Works, Dynamics for case management, and NICE phone system * MS excel, MS word, and other MS office suite experience * Excellent communication and interpersonal skills to engage with clients and internal stakeholders * Demonstrated ability to work both independently and collaboratively in a team-oriented environment * Knowledgeable in a wide range of investments and client reporting applications, including but not limited to; mutual funds, fixed income products, options, common stocks and annuities * Bachelor's degree in Finance, Business, or a related field is preferred * Securities Industry Essentials (SIE) is a plus ## Description The Associate Analyst within the Performance and Data Reconciliation (PDR) department on the Client Reporting Specialized Service Team (CRSST) assumes a critical role in offering expert resolutions to inquiries or requests pertaining to LPL Client Reporting Applications and software. This role involves becoming a Subject Matter Expert on Client Reporting and taking on additional responsibilities related to 3rd Party Reporting, PDR Level II Processes, and/or Client Reporting Mailbox duties. PDR serves as a dedicated liaison for addressing advanced Client Reporting escalations, with a steadfast commitment to delivering an unmatched service experience, ensuring that all Client Reporting needs are not only met but also surpassed., * Develop an in-depth understanding of Client Reporting Applications and software to become a Subject Matter Expert (SME). * Respond promptly and accurately to client inquiries, offering effective solutions and resolutions * Take ownership of advanced Client Reporting escalations, serving as a dedicated liaison for escalated cases * Proactively seek opportunities to enhance the client experience through continuous improvement initiatives * Collaborate with team members to provide support on 3rd Party Reporting, PDR Level II Processes, Team Projects, and/or Client Reporting Mailbox duties * Strive to maintain a high level of professionalism and empathy while interacting with clients to build positive relationships. * Continuously update knowledge of industry trends and best practices to offer cutting-edge solutions. * Direct all inquiries through the proper channels to ensure proper processing and escalating inquiries when needed * Identify trends and suggest operational improvements to the PDR team * Collaborate with internal business partners to assist in resolving escalations * Adapting and adopting to process changes and the updates related to client-facing software functionality What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. ## Related Videos - [CountrPT: Startup Product Presentation](https://www.wearedevelopers.com/videos/1161-countrpt-startup-product-presentation) - [In-depth .NET Azure Functions: Isolated mode, performance and durable AI agents](https://www.wearedevelopers.com/videos/100207-in-depth-net-azure-functions-isolated-mode-performance-and-durable-ai-agents) - [Developing the Rich Text Editor for DeepL.com](https://www.wearedevelopers.com/videos/1172-developing-the-rich-text-editor-for-deepl-com) - [Anomaly Detection - Using unsupervised Machine Learning for detecting anomalies in customer base](https://www.wearedevelopers.com/videos/6-anomaly-detection-using-unsupervised-machine-learning-for-detecting-anomalies-in-customer-base) - [From Syntax to Singularity: AI’s Impact on Developer Roles](https://www.wearedevelopers.com/videos/900-from-syntax-to-singularity-ai-s-impact-on-developer-roles) - [Microservices architecture as a key element in building trading systems for global finance markets](https://www.wearedevelopers.com/videos/1196-microservices-architecture-as-a-key-element-in-building-trading-systems-for-global-finance-markets) ## Related Articles - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland) - [Data Analyst Salary Austria](https://www.wearedevelopers.com/magazine/275-data-analyst-salary-austria) - [Data Analyst Salary Germany](https://www.wearedevelopers.com/magazine/277-data-analyst-salary-germany) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [Best Paying Remote Jobs](https://www.wearedevelopers.com/magazine/255-best-paying-remote-jobs)