Data Analyst

Description

Role Description

Maintain, cleanse and update records within the Client Relationship Management (CRM) systems utilized by client's Retail and Institutional sales channels. This will include researching information across a variety of internal and external data sources.
Work in partnership with our team members to ensure all data exceptions and service requests are completed accurately and within our agreed upon SLA
Work closely with wider Client Data team and internal stakeholders to solve data problems and help improve the client experience
Exception monitoring of core client attributes via CRM tools and responding to user requests for ad hoc client data maintenance
Identify trends in data quality anomolies and suggest process and techonology improvements
Reconcile differences between Client data and other data sources
Participate in special data projects as they arise, including large projects to remediate external data sets into our internal technology platform
Skills:

Minimum 2 years' experience in data management and/or data operations preferrably for a Financial Services organization
Understanding of business applications including Excel, Word, Access and PowerPoint
Familiarity maintaining data in CRM systems
Understanding of data query applications or other programming disciplines
Organized and detail oriented with strong time management skills
Strong multi-tasking abilities in a high performance, high demand environment
Strong control/risk mitigation mentality with ability to know when to escalate issues
Capacity for critical and independent thought, especially around process improvement
Excellent communication (verbal and written) skills
Outstanding work ethic and willingness to contribute beyond the scope of one's role to achieve team and firm objectives
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