Teams at LPL Financial

Provide reporting, data analysis, project and training support for the Networking team. Track project status, translate business needs into technical requirements, support UAT, automate processes, maintain procedures and controls, handle escalations, and contribute to firm-level M&A and process improvements.

Support client compensation through data sorting, modeling, reconciliations, and ad-hoc reporting. Investigate and analyze compensation issues, communicate with internal/external partners, assist process redesign and projects, and serve as SME data support.

Manages and triages client feedback through a closed-loop process, ensuring timely acknowledgment, routing, tracking, escalation, and professional communication. Coordinates with subject matter experts to deliver responses, monitors service levels, addresses aging items, supports SME coverage and onboarding, and contributes to reporting, governance, and workflow improvements. The role emphasizes client-centric execution, stakeholder coordination, operational discipline, and high-quality service delivery.