Data Services Specialist

Summary

Join COMPLY, a high-growth organization serving over 7,000 global clients, as a detail-oriented Data Services Specialist. You will manage projects focused on assisting clients with brokerage accounts, data uploads, reporting, and information updates. This role requires strong client-facing skills, organization, and a proactive approach. COMPLY offers a comprehensive benefits package, including unlimited PTO, 100% remote work flexibility with a stipend, and a supportive employee-centric culture. The ideal candidate will possess excellent data entry skills, problem-solving abilities, and strong communication skills. This position offers a competitive salary range of $55,000-$65,000 annually.

Requirements

• Associate Degree and/or Bachelor’s Degree is required
• Technically strong in utilizing Microsoft Office Suite (Excel, Word, PowerPoint, & Outlook) and various computer programs
• Able to effectively work under pressure to meet deadlines
• Excellent data entry skills with an extremely high level of accuracy
• Adept at keeping information confidential and complying with data integrity/security policies
• Solid problem-solving and time-management skills
• Excellent verbal and written communication skills
• Must be organized, energetic, and attentive to detail!

Responsibilities

• Maintain and add back-end site configurations
• Communicate directly with clients on the progress of data reconciliation projects
• Collaborate with brokers and the data team to troubleshoot and add broker feed connections
• Prepare mass historical data sets for clients
• Demonstrate services and offerings to clients while identifying potential cross sell opportunities
• Lead multiple ad-hoc or ongoing projects to meet client deadlines and report progress to Supervisor
• Manage inbound inquiries from clients and the onboarding team via Salesforce cases
• Verify and resolve discrepancies in a timely manner
• Assist with operations by contributing new ideas toward expanding the team’s scope and effectiveness
• Assist with special projects

Preferred Qualifications

Salesforce, Jira, & Python knowledge is a plus!

Benefits

• Full medical, dental, and vision coverage at little to no cost
• Unlimited PTO
• Discounts on pet insurance
• 100% Remote Flexibility with a stipend to help work-from-home set up your work-from-home office
• Virtual happy hours and team bonding events