Data Services Specialist

Focusfinancialpartners

St. Louis, MO, United States
Base: $50,000 - $60,000 py; bonus/equity: annual c...
On-site
Client data integrity and accuracy
Process requests via salesforce workflows
Analyze and troubleshoot complex issues
This role plays a pivotal role in ensuring the integrity and accuracy of client information within our core operating systems

Job Summary

  • This role plays a pivotal role in ensuring the integrity and accuracy of client information within our core operating systems.
  • Responsibilities encompass processing requests via Salesforce workflows, utilizing administrative tools within core systems, conducting data analysis, and delivering clear explanations to advisors and end-users.
  • Focus provides team members the flexibility to work a hybrid schedule, with 3 days in office work required per week.

Matching Summary

This role plays a pivotal role in ensuring the integrity and accuracy of client information within our core operating systems.

Salary

Base: $50,000 - $60,000 per year; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Client data integrity and accuracy
  • Process requests via Salesforce workflows
  • Analyze and troubleshoot complex issues
  • Classify securities
  • Perform advanced cost basis functions
  • Audit data in Orion

Nice-to-have

  • Continuous learning and business understanding
  • Positive attitude towards professional development
  • Effective people skills

Key Requirements

  • Bachelor’s degree or relevant experience
  • Proficiency with Windows Operating systems and Microsoft Office suite
  • Familiarity with Orion, Custodian platforms, Salesforce
  • Demonstrated expertise in Client Data Services Specialist II role or equivalent
  • Proven history of punctuality and meeting deadlines

Work Rights

Not specified

Tailored Resume

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