Sr. Analyst managing quality, service, and robotics operations for account maintenance at LPL Financial. Ensuring compliance, driving process improvements, and collaborating across departments.
About the role
- New Business Processor assisting clients with financial service transactions and maintaining compliance. Collaborating with internal/external teams to ensure accurate processing and quality service delivery.
Responsibilities
- Work closely with internal and external customers and other departments, researching all approaches to meet client needs.
- Maintain high work standards reviewing and processing complex financial documents and legal documents.
- Process correction requests while maintaining quality review standards, and timelines.
- Use positive customer relations skills to communicate accurately, clearly detailed and professional. Learn, understand and interpret services offered to assess and correct errors to ensure compliance with products and services sold.
- Work in a team environment, develop working relationships inside and outside the organization, share information and ideas with team members/management, and strive to achieve continuous improvement and increase efficiency.
- Handle special complex projects as assigned. Evaluate and resolve escalated and high priority cases using research skills and alternative approaches. Evaluate different resolutions and/or methods of correction depending on corrective activity requested.
Requirements
- 2+ years of clerical experience with heavy data entry skills and utilize Microsoft Word and Excel products.
- High school diploma and three years business experience.
- Excellent written customer service skills that include the use of shared documents.
- Excellent problem-solving skills and the ability to meet deadlines.
- Excellent prioritization skills to manage caseload.
- Must be able to work overtime with little notice due to requirements of processing standards and workload.
Benefits
- We offer a range of medical, dental and vision insurance plans
- Confidential counseling services and resources are available to all employees.
- Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
- Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- Eligible employees start off with at least 24 Paid Time Off (PTO) days
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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