The Role
Manage client data reconciliation projects by establishing broker data connections, preparing and verifying large datasets, troubleshooting broker feeds, responding to inbound client queries via Salesforce ServiceCloud, demonstrating services and identifying cross-sell opportunities, and supporting ad-hoc operational projects to improve team effectiveness.
Summary Generated by Built In
Who Are We:
Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Comply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs.
To learn more about Comply, visit comply.com
The Role:
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.
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.
Skills and Qualifications:
- 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.
- Salesforce, Jira, Power BI, and Power Query experience is a plus!
To learn more about our values, mission and the wide-range of perks offered to employees at Comply, visit https://www.comply.com/careers/.
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.
Applicants must be authorized to work for any employer in the United States. Currently, we are unable to sponsor or take over sponsorship of an employment Visa at this time.
Comply is aware of scammers posing as Comply employees and extending job offers via direct messaging, texts and social media platforms. These are fraudulent and should be treated as such. To learn more about this, please review our Statement of Fraudulent Job Offers.
Skills Required
- Bachelor's Degree
- Strong proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Experience managing inbound queries via Salesforce ServiceCloud
- Excellent data entry skills with extremely high level of accuracy
- Ability to keep information confidential and comply with data integrity/security policies
- Organized, energetic, attentive to detail, and able to work under pressure to meet deadlines
- Solid problem solving and time management skills
- Excellent verbal and written communication skills and client-facing experience
- Experience with Salesforce, Jira, Power BI, and Power Query
- Authorized to work for any employer in the United States (no visa sponsorship available)
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The Company
What We Do
At COMPLY, we pride ourselves on being the champion for compliance professionals. Merging technology, consulting and education, we help clients navigate the ever-changing regulatory environment. Our portfolio of firms includes ComplySci, RIA in a Box, National Regulatory Services (NRS) and illumis, whose more than 7,000 clients include some of the world’s largest financial institutions. Clients throughout our portfolio of firms enjoy access to our full suite of industry-leading governance, risk and compliance (GRC) consulting, technology, managed services, analytics and outsourcing solutions. Learn more at comply.com.
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