Data Services Specialist

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COMPLY

WebsiteLinkedInAll Job Openings

201 - 500 employees

📋 Compliance

💸 Finance

☁️ SaaS

Compliance • Finance • SaaS

COMPLY is a comprehensive compliance solutions provider specializing in helping financial services firms navigate state or SEC compliance regulations. Offering software coupled with consulting, education, and support, COMPLY serves a broad range of clients including broker-dealers, hedge funds, insurance companies, investment advisers, and private equity firms. Their solutions include compliance program management, employee compliance monitoring, risk assessments, regulatory filings, and educational services to elevate compliance programs. With a strong focus on regulatory expertise, COMPLY empowers firms to maintain compliance and manage risks effectively.

📋 Description

• 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.

🎯 Requirements

• 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!