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. The Data Services Associate will coordinate and manage client-facing data projects, improve existing processes, and act 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!
Company Overview
COMPLY provides and offers resources and consultation services on technical and professional skills for the compliance industry. It was founded in 1982, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is https://www.comply.com/.