Data Services Specialist

We are COMPLY.

For compliance people.

We pride ourselves on being the champion for compliance professionals. Merging technology, consulting and education, we help clients navigate the ever-changing regulatory environment. We serve more than 7,000 clients globally, through our solutions including ComplySci, RIA in a Box, National Regulatory Service (NRS) and illumis. We are a high-growth organization and have been recognized with numerous awards including by Inc. 5000, Institutional Asset Manager Awards, Private Equity Wire Awards, and the Women in Data & Technology Awards.

COMPLY is made up of 350+ professionals worldwide. In the US alone, we have team members in 45 states. Employees of COMPLY have access to comprehensive benefits, unlimited PTO, paid bonding leave and 100% remote work flexibility with a WFH stipend.

Come join our team of talented innovators working together to forge the next generation of compliance.

To learn more about COMPLY, visit COMPLY.com.

COMPLY is looking for a detail-oriented and organized Data Services Specialist to join our dynamic team! This individual will be responsible managing one-time and recurring projects centered around assisting clients with adding brokerage accounts to electronic feeds, mass uploading data to client sites, creating customized reporting, and one-off projects to help clients update information on their site. The ideal candidate will be organized, have excellent client-facing skills, and possess a “How Can I Help” mindset. 

Responsibilities:

• Maintain and add back-end site configurations.
• Communicate directly with clients on the progress of data reconciliation projects.
• Collaborate with brokers and the data team to troubleshoot and add broker feed connections.
• Prepare mass historical data sets for clients.
• Demonstrate services and offerings to clients while identifying potential cross sell opportunities.
• Lead multiple ad-hoc or ongoing projects to meet client deadlines and report progress to Supervisor.
• Manage inbound inquiries from clients and the onboarding team via Salesforce cases.
• Verify and resolve discrepancies in a timely manner.
• Assist with operations by contributing new ideas toward expanding the team’s scope and effectiveness.
• Assist with special projects.

Qualifications:

• Associate Degree and/or Bachelor’s Degree is required.
• Technically strong in utilizing Microsoft Office Suite (Excel, Word, PowerPoint, & Outlook) and various computer programs.
• 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.
• Must be organized, energetic, and attentive to detail!
• Salesforce, Jira, & Python knowledge is a plus! 

Talk about company perks!

• Phenomenal Benefits: COMPLY Company offers a comprehensive benefits package, including full medical, dental, and vision coverage at little to no cost, unlimited PTO, discounts on pet insurance, and more!
• 100% Remote Flexibility: We offer a virtual onboarding experience with a stipend to help work-from-home set up your work-from-home office.
• Employee Centric Culture: We host virtual happy hours and team bonding events to keep our fun COMPLY culture alive.
• High Growth Startup: There is plenty of room for you to impact the organization and advance your career positively!

COMPLY is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.