Scheduling Analyst, Workforce Management

Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently?

If so, LPL Financial is the place for you!

LPL Financial (Nasdaq : LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.

Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide.

We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.

At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice.

And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Scheduling Analyst, Workforce Management

Job Description : The Workforce Management Scheduling Analyst I, will be responsible for utilization of Workforce Managements IEX forecasting and scheduling software to analyze, optimize current, and provide recommended optimal employee work schedules.

The scheduling analyst will analyze call volume data, identify trends, and proactively initiate corrective and / or preventative recommended action plans when scheduling and / or providing scheduling recommendations.

Essential Functions :

• Responsible for scheduling, and schedule optimization, based on service level requirements, average handle time, staffing requirements, and occupancy
• Process all incoming schedule requests and changes within set department SLA
• Generate and maintain all employee schedules, and time off group maintenance
• Update all employee attributes in NICE IEX scheduling system and CXOne
• Generate all new hire schedules / team recommendations in collaboration with the Forecasting Team
• Ongoing review of schedule adherence by Employee / Team, and other Webstation reporting to assist leaders with managing employee performance
• Assist Service Leadership in reviewing, updating and / or analyzing employee work schedule
• Provide guidance to Service Leadership to assist with scheduling inquiries

Other Job Duties :

• Proficiency in use of query and reporting analysis tools
• Agent and super group management through the use of CxOne
• Proficiency with Microsoft Office products (Excel, Word, PowerPoint, OneNote, and Outlook), including an ability to understand and visually convey information and insights through graphs, charts, images, and other means (such as through Tableau)

Job Requirements :

Minimum Education Required : High School Diploma or equivalent, College Degree preferred

Minimum Experience Required : 3-5 years of Workforce Management experience

Core Competencies :

• Ability to work independently in a fast paced environment with multiple priorities
• Ability to work with and communicate effectively to various levels throughout the organization.
• Excellent verbal and written communication skills
• Personable and reliable self-starter who requires minimal management oversight for day-to-day work responsibilities
• Strong attention to detail with a pro-active approach to solving and preventing problems
• Advanced Excel

Pay Range :

$21.78-$36.30 / hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!