IS BC 2018 Summer Intern Fort Mill/Charlotte/en-US/External/job/Fort-MillCharlotte/IS-BC-2018-Summer-Intern_R-003051/apply LPL Financials Institution Services Business Consulting team is seeking an intern for the summer of 2018 to assist with data reconciliation, reporting, and recordkeeping process development to help maintain our CRM database of more than 900 institutions.nbsp; Working closely with the VP of Business Consulting, the intern will contribute to the development of business processes to ensure data input and reporting accuracy. Additionally, the intern may be asked to support day-to-day business operations including client event preparation, marketing and compliance submissions, and facilitating client communications. Institution Services Business Consulting serves more than 900 bank and credit union clients across the United States with growth consulting, efficiency consulting, and platform support. Representing nearly one-third of firm revenue, the ISBC team empowers the success of institution programs through customized access to LPLs integrated technology, brokerage, and investment advisor services. Responsibilities: Below is a sampling of some of the projects the ISBC Summer intern(s) will work on: * Validate and, as needed, revise institution asset and deposit numbers, utilizing industry sources and internet research * Coordinate the collection and update of institution contact information, ensuring designated relationships are accurate and complete in Salesforce.com * Reconcile institution relationships as reported from Oracle, comparing active IDs, contracts and revenue to a master file * Partner with Marketing Regulatory Review to update ISBCs content and tools inventory * Work with the sales support team to assist with ad-hoc projects that impact the broader ISBC team Qualifications amp; Skills: To be eligible for internship students must: Be pursuing a bachelors degree, preferably with an interest in finance, business, marketing or data science Demonstrate proficiency with Microsoft Office Products, particularly Excel Prefer GPA of 3.0 or higher Prefer junior or senior, but will consider other class levels About LPL Financial: LPL Financial is a leader in the retail financial advice market and the nations largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.nbsp; Our Culture: If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.nbsp;nbsp; We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships. nbsp;nbsp; Join the LPL team and help us make a difference by turning lifes aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOEnbsp; As reported by Financial Planning magazine, June 1996-2017, based on total revenue. Posted YesterdayFull timeR-003051 As the nations leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 14,000 financial advisors and approximately 700 financial institutions, enabling them to help their clients turn life's aspirations into financial realities. We also support more than 4,000 other financial advisors with customized clearing solutions, advisory platforms, and technology. Weve told you what we do for our customers, but what can we do for you?nbsp; Well provide you with a work environment that encourages your creativity and growth, a leadership team thats supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. *As reported bynbsp;Financial Planningnbsp;magazine, June 1996-2017, based on total revenue.