Data Services Associate

Comply

30d • $55,000 - $60,500

About The Position

We are looking for a polished, passionate, and empathetic Data Services Associate to join our dynamic team and take our highly rated data services team to the next level! In this role, you will be responsible for coordinating and managing client facing data projects to meet deadlines, improving upon existing processes for added department efficiency, and acting as a liaison between our client and the data services team members. Our ideal candidate is patient with investigating and troubleshooting to effectively resolve issues, has a “How Can I Help” mindset, and thrives in a fast-paced environment focused on providing an exceptional data services experience. If you are genuinely excited to help customers, problem-solving comes naturally to you, and you strive to exceed data services expectations, lets connect!

Requirements

• Bachelor’s Degree with 0-3 years of work experience.
• Strong Microsoft Excel experience (Vlookups, Hlookups, pivot tables, VBA)
• Excellent communication skills, both written and verbal.
• Ability to accurately analyze and interpret data.
• Exceptional organizational and time management skills.
• Superior troubleshooting, resolution, and analysis skills.
• Ability to perform complex tasks and prioritize multiple projects.

Nice To Haves

• Major in Accounting, Finance or Economics is a plus!
• Basic to advanced knowledge of securities and training markets a plus!
• Previous experience in a high-volume call environment and/or Data Services role is a plus!
• Experience with Salesforce.com (or other CRM systems), SaaS technology, MS Office, software support is a plus!

Responsibilities

• Assist with operations by contributing new ideas toward expanding the team’s scope and effectiveness.
• Transcribe key data from brokerage statements into the Comply platform.
• Utilize translation and automation tools to convert statements containing foreign language into English.
• Coordinate with other Data Service Associates to determine priority clients to service week-over-week.
• Create detailed notes of any data entry issues that come about.
• Conduct routine quality control audits of ongoing manual data entry operations.
• Perform ad-hoc administrative tasks as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level