Financial Data Associate

Chicago, IL 60604

Posted: 07/22/2019 Category: Data, Salesforce Job Number: 11993

Data Associate (Salesforce)

The Data Associate will input text based and numerical information from physical and electronic account opening documents into AACC CRM system (Salesforce) for a Financial Services firm located downtown Chicago.

 

The Associate will:

Verify accuracy of existing data in Salesforce by comparing against account opening documents

Review data for deficiencies or errors and correct any incompatibilities

Research and obtain further information for incomplete documents and / or data

Review findings and questions with subject matter experts

Scan documents and print files, when needed

Maintain strict confidentiality of information

 

Requirements:

Previous experience with handling and entering large volumes of data

Very strong attention to detail

Strong communication skills and comfort escalating to SMEs

Proactive mindset to highlight and escalate data quality issues

Experience with MS Office

 

Preferred Skills:

Prior experience with Salesforce

Working knowledge of client and account set-up process at a Broker Dealer / FCM

Be knowledgeable about good data quality principles

Kelly Hallgren

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