The Data Services Associate coordinates client-facing data projects, improves processes, and handles data entry while ensuring quality control.
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
We are looking for a polished, passionate, and empathetic Data Services Associate to join our dynamic team and take our highly rated data services team to the next level! In this role, you will be responsible for coordinating and managing client facing data projects to meet deadlines, improving upon existing processes for added department efficiency, and acting as a liaison between our client and the data services team members. Our ideal candidate is patient with investigating and troubleshooting to effectively resolve issues, has a “How Can I Help” mindset, and thrives in a fast-paced environment focused on providing an exceptional data services experience. If you are genuinely excited to help customers, problem-solving comes naturally to you, and you strive to exceed data services expectations, lets connect!
Responsibilities:
- Assist with operations by contributing new ideas toward expanding the team’s scope and effectiveness.
- Transcribe key data from brokerage statements into the Comply platform.
- Utilize translation and automation tools to convert statements containing foreign language into English.
- Coordinate with other Data Service Associates to determine priority clients to service week-over-week.
- Create detailed notes of any data entry issues that come about.
- Conduct routine quality control audits of ongoing manual data entry operations.
- Perform ad-hoc administrative tasks as needed.
Skills and Qualifications:
- Bachelor’s Degree with 0-3 years of work experience.
- Strong Microsoft Excel experience (Vlookups, Hlookups, pivot tables, VBA)
- Major in Accounting, Finance or Economics is a plus!
- Excellent communication skills, both written and verbal.
- Ability to accurately analyze and interpret data.
- Exceptional organizational and time management skills.
- Superior troubleshooting, resolution, and analysis skills.
- Ability to perform complex tasks and prioritize multiple projects.
- Basic to advanced knowledge of securities and training markets a plus!
- Previous experience in a high-volume call environment and/or Data Services role is a plus!
- Experience with Salesforce.com (or other CRM systems), SaaS technology, MS Office, software support 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.
Top Skills
Excel
MS Office
Saas Technology
Salesforce
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