Entry level Data Analyst

Entry Level Data Analyst

The Associate Professional within the Performance and Data Reconciliation (PDR) department assumes a critical role in offering expert resolutions to inquiries or requests pertaining to Client Reporting Applications and software and / or performance data reconciliation tasks to ensure data quality.

This role involves becoming a Subject Matter Expert on Client Reporting and taking on additional responsibilities related to rd Party Reporting, Reconciliation Processes, and / or Client Reporting Mailbox duties.

PDR serves as a dedicated liaison for addressing advanced Client Reporting escalations and data reconciliation requests, with a steadfast commitment to delivering an unmatched service experience, ensuring that all advisor needs are not only met but also surpassed.

Responsibilities :

• Develop an in-depth understanding of Client Reporting Applications and software to become a Subject Matter Expert (SME).
• Respond promptly and accurately to client inquiries, offering effective solutions and resolutions
• Take ownership of advanced Client Reporting escalations, serving as a dedicated liaison for escalated cases
• Proactively seek opportunities to enhance the client experience through continuous improvement initiatives
• Collaborate with team members to provide support on rd Party Reporting, Reconciliation Processes, Team Projects, and / or Mailbox duties
• Strive to maintain a high level of professionalism and empathy while interacting with clients to build positive relationships.
• Continuously update knowledge of industry trends and best practices to offer cutting-edge solutions.
• Maintain a queue SLA of % or more
• Direct all inquiries through the proper channels to ensure proper processing and escalating inquiries when needed
• Identify trends and suggest operational improvements to the PDR team
• Actively participate in customer service, technology and continuous learning trainings
• Collaborate with internal business partners to assist in resolving escalations
• Adapting and adopting to process changes and the updates related to client-facing software functionality
• Engage in Team Huddles and become a well-rounded individual that contributes to a positive team dynamic and culture

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements :

• Bachelor's degree in Finance, Business, or a related field is preferred
• Prior experience in client service or support roles within the financial industry is advantageous
• Strong analytical and problem-solving skills with a keen eye for detail
• Ability to adapt quickly to changing priorities and manage multiple tasks effectively
• Excellent communication and interpersonal skills to engage with clients and internal stakeholders
• Demonstrated ability to work both independently and collaboratively in a team-oriented environment
• A passion for delivering exceptional service and a commitment to exceeding client expectations
• Minimum one year in financial services with client facing or operations experience (comparable experience may be considered)

Core Competencies :

• Excellent verbal and written communication skills
• Strong time management and organizational skills
• Strong attention to detail with a proactive approach to solving and preventing problems
• Ability to present complex information in a clear and concise way; strong analytical skills
• Ability to prioritize responsibilities to ensure deadlines provided by regulators and firm are followed and identify and manage firm risk
• Ability to perform under pressure and adapt to changes
2 days ago