Role Description

The role of the Client Data Steward is to administer the client data process by performing a variety of profile set-up and maintenance activities in accordance with established Service Level Agreements (SLA). Client information is the key connection point across the diverse data set. Your role of maintaining the connection point is vital to productivity of the team.

Responsibilities

• Coordinate and handle incoming client set-up and maintenance requests from Sales and data provider data
• Research and determine firm classifications according to predefined process
• Work with internal team members to determine mapping between client data sets
• Detect redundant client data in CRM and data provider data
• Coordinate with internal partners to design and implement client hierarchies
• Act as client subject matter expert to internal team members (e.g. developers and product managers) to help identify reporting and system requirements
• Act as escalation point for internal client data quality analyst team members
• Manage demand while adhering to service level agreements
• Track client data metrics including number of clients, number of hierarchies and number of new clients
• Effectively communicate with team members and non-technical partners through a variety of mediums

Qualifications

• 3+ years’ of relevant experience and/or exposure to account or client data management
• Experience with asset manager client firms including intermediaries and institutions
• Previous experience with ETFs/equities/mutual funds is required
• Experience with a Customer Relationship Management System (Salesforce.com preferred)
• Extensive experience working with data handling, analysis and transformations and in identifying anomalies, redundancies and mismatches in client data using MS Excel and excel functions.
• Highly proficient in using excel is an added advantage.
• Customer-focused and service-oriented
• Aptitude for seeking creative solutions to multi-faceted data problem
• Ability to multi-task in a fast-paced environment with accelerating priorities
• Attention to detail with strong organizational skills
• Ability to take ownership and initiative, to influence and build consensus and successfully navigate within a data driven environment of a leading global financial institution
• Bachelor's degree
• Persuasive and articulate in presenting complex ideas, simply

Job ID: R-733191