Commissions Inquiry Analyst resolving challenging commission inquiries at Avant. Collaborating with teams to ensure accuracy and clarity in commission processes while maintaining positive relationships.
About the role
- Associate Data Recon Analyst at LPL Financial supporting mutual fund and alternative investment data. Responsible for data accuracy, customer support, and collaboration with cross-functional teams.
Responsibilities
- Develop deep subject‑matter expertise in the Security Master function.
- Manage and execute monthly quality‑control processes.
- Oversee data flow and ensure the accuracy, consistency, and timely processing of data into downstream systems.
- Partner with internal and external business units to research and resolve investment‑data issues.
- Troubleshoot reconciliation discrepancies reported by advisors.
- Compile metrics and create reporting to support trend analysis and RPMs.
- Assist with projects supporting both client‑facing and internal system enhancements.
- Maintain and update department procedures to ensure alignment with current processes.
- Collaborate with team members to manage multiple, overlapping customer requests.
- Provide customer support through escalation management and clear, comprehensive explanations.
- Review, validate , and research industry announcements, resolving any identified discrepancies.
- Work cross‑functionally to identify and correct recurring operational or data‑quality issues.
Requirements
- 2+ years in the brokerage or financial services industry
- Strong analytical and problem-solving skills with a keen attention to detail
- Working knowledge of Word, Outlook, Visio and PowerPoint
- Basic understanding of time and money weighted performance calculations
- Excellent verbal and written communication skills
- Ability to perform under pressure to meet deadlines.
- Strong customer service skills
- 2+ years of customer service experience (phone and email experience)
- Knowledgeable of a wide range of financial investment vehicles including but not limited to Mutual Funds, Alternative Investments, and ETPs.
- Advanced skills with Excel
- SQL experience
- Alteryx experience, Alteryx Certification/license is a plus
- SIE, Series 7 or 99 preferred
- Bachelor’s degree
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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