Data Services Specialist

Comply

9d • $60,500 - $71,500

About The Position

Comply is looking for a detail-oriented and organized Data Services Specialist to join our growing team! This person will be responsible for communicating directly with clients on the progress of their data reconciliation projects, establishing data connections directly from financial brokers, and assisting with various special projects ad-hoc. The ideal candidate will be organized, have excellent client-facing communication skills, and possess a “How Can I Help” mindset.

Requirements

• Bachelor’s Degree is required.
• Technically strong in utilizing Microsoft Office Suite (Excel, Word, PowerPoint, & Outlook) and various computer programs.
• Must be organized, energetic, and attentive to detail!
• Able to effectively work under pressure to meet deadlines.
• Excellent data entry skills with an extremely high level of accuracy.
• Adept at keeping information confidential and complying with data integrity/security policies.
• Solid problem solving and time management skills.
• Excellent verbal and written communication skills.

Nice To Haves

• Salesforce, Jira, Power BI, and Power Query experience is a plus!

Responsibilities

• Collaborating with brokers and Comply’s data operations team to troubleshoot and add broker feed connections for Comply’s clients.
• Communicating directly with clients on the overall progress of their data reconciliation projects.
• Managing inbound queries from clients and the onboarding team via Salesforce ServiceCloud.
• Demonstrating services and offerings to clients while identifying cross-sell opportunities.
• Preparing large data sets for clients.
• Verifying and resolving discrepancies in a timely manner.
• Assisting with operations by contributing new ideas toward the team’s expanding scope and effectiveness.
• Assisting with bespoke one-time projects.

What This Job Offers

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