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 3rd 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 3rd 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 80% 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
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