[Remote] Data Services Associate
Note: The job is a remote job and is open to candidates in USA. Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. They are seeking a Data Services Associate who will be responsible for coordinating client-facing data projects, improving processes for efficiency, and acting as a liaison between clients and the data services team.
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
- Bachelor's Degree with 0-3 years of work experience
- Strong Microsoft Excel experience (Vlookups, Hlookups, pivot tables, VBA)
- 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
- Major in Accounting, Finance or Economics is a plus!
- 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!
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