Associate Client Compensation Consultant

LPL Financial•Charlotte, NC

1d•Onsite

About The Position

The Associate Client Compensation Consultant plans and directs extensive, high impact projects and initiatives to ensure successful outcomes and results for the Client Compensation department, business partners, and advisors. This role also supports other operational functions in areas such as billing or processing.

Requirements

3+ years operations or comparable experience
Organizational and critical thinking skills
Strong verbal and written skills
Problem-solving and process improvement mindset

Nice To Haves

Processing forms and data entry experience (Oracle/ComReg)
Experience with Dynamics and Salesforce for case management
Excel experience (Using pivot tables and vlookups)
Experience managing a queue and mailbox (email) requests
College degree preferred

Responsibilities

Owning and supervising firm-wide, multi-department projects to build or enhance experience workflows related to the department.
Proactively reviewing audit controls to mitigate risk, remove redundant requirements, and increase transparency with internal and external audit partners.
Developing comprehensive training and coaching plans to quickly teach new employees across other departments the skills and processes they need to know about the department to be effective business partners.
Regularly maintaining VIP business partner and advisor relationships to proactively assist with large scale projects and updates.
Planning and championing initiatives that enhance the advisor experience and positively impact the broader LPL organization.
Supporting teammates and the department on other compensation tasks and activities.