Client Data Associate

Revision Wealth Management • Jacksonville, FL

2d • Onsite

About The Position

At Revision Wealth Management, precision is not optional. It is the standard. We are seeking a Client Data Associate who understands the weight of accuracy and the discipline required to maintain it. This role is central to the firm’s operations, ensuring that client information is organized, reliable, and handled with care.

Requirements

• Strong attention to detail and commitment to getting it right the first time
• Experience in data entry, administrative support, or operations
• Proficiency in Microsoft Excel and Office Suite
• Ability to manage multiple priorities without sacrificing accuracy
• Strong organizational and time management skills
• Discretion and professionalism when handling sensitive information
• Clear communication and the ability to work across teams

Nice To Haves

• Background in financial services, healthcare, or another regulated industry
• Experience with data tracking, reporting, or process improvement
• Exposure to client service or operations support environments

Responsibilities

• Maintain and update client records across internal systems with a high degree of accuracy
• Review documentation for completeness and consistency
• Input and verify financial and client data in a timely manner
• Generate reports and data summaries to support advisors and leadership
• Organize and safeguard confidential client information
• Collaborate with internal teams to ensure clean and consistent data flow
• Identify opportunities to improve processes and reduce inefficiencies

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees