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Role Description

We are looking for a polished, passionate, and empathetic Data Services Associate to join our dynamic team and take our highly rated data services team to the next level! In this role, you will be responsible for coordinating and managing client facing data projects to meet deadlines, improving upon existing processes for added department efficiency, and acting as a liaison between our client and the data services team members.

• 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.

Qualifications

• Bachelor’s Degree with 0-3 years of work experience.
• Strong Microsoft Excel experience (Vlookups, Hlookups, pivot tables, VBA).
• Major in Accounting, Finance or Economics is a plus!
• 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.
• 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!

Requirements

• $55,000 - $60,500 a year
• The all-in total compensation for this role is $55,000 and $60,500, and is specific to the United States.
• A reasonable estimate of the base salary range would be $50,000 - $55,000 plus applicable bonus/benefit offerings.

Company Description

Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.

• Comply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers.