Data Services Specialist

Focus Financial Partners

St. Louis, MO, United States
Base: $50,000 - $60,000; bonus/equity: annual cash...
On-site
Client data management
Data analysis and reconciliation
Salesforce workflows
This role plays a pivotal role in ensuring the integrity and accuracy of client information within our core operating systems, catering to both BSW and BSP end clients

Job Summary

  • This role plays a pivotal role in ensuring the integrity and accuracy of client information within our core operating systems, catering to both BSW and BSP end clients.
  • Focus provides team members the flexibility to work a hybrid schedule, defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week.
  • The annualized base pay range for this role is expected to be $50,000 - $60,000 per year, with other rewards including an annual cash bonus and a comprehensive benefits package.

Matching Summary

This role plays a pivotal role in ensuring the integrity and accuracy of client information within our core operating systems, catering to both BSW and BSP end clients.

Salary

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

Skills & Requirements

Must-have

  • Client data management
  • Data analysis and reconciliation
  • Salesforce workflows
  • Orion platform audits
  • Cost basis functions

Nice-to-have

  • Continuous learning and development
  • Effective communication skills
  • Positive attitude
  • Team collaboration

Key Requirements

  • Bachelor's degree or relevant experience
  • Proficiency with Windows and Microsoft Office
  • Familiarity with Orion, Custodian platforms, Salesforce
  • Demonstrated expertise in Client Data Services Specialist II role or equivalent

Work Rights

Not specified

Tailored Resume

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