Coordinate and handle incoming client set-up and maintenance requests from Sales and data provider data
Research and determine firm classifications according to predefined process
Work with internal team members to determine mapping between client data sets
Detect redundant client data in CRM and data provider data
Coordinate with internal partners to design and implement client hierarchies
Act as client subject matter expert to internal team members (e.g. developers and product managers) to help identify reporting and system requirements
Act as escalation point for internal client data quality analyst team members
Manage demand while adhering to service level agreements
Track client data metrics including number of clients, number of hierarchies and number of new clients
Effectively communicate with team members and non-technical partners through a variety of mediums
Qualifications
2+ years’ experience and/or exposure to account or client data management
Experience with asset manager client firms including intermediaries and institutions
Experience with a Customer Relationship Management System (Salesforce.com preferred)
Customer-focused and service-oriented
Aptitude for seeking creative solutions to multi-faceted data problem
Ability to multi-task in a fast-paced environment with accelerating priorities
Attention to detail with strong organizational skills
Ability to take ownership and initiative, to influence and build consensus and successfully navigate within a data driven environment of a leading global financial institution
Previous experience with ETFs/equities/mutual funds is desirable, but not necessary
Bachelor's degree
Persuasive and articulate in presenting complex ideas, simply
