Job Summary:

• Drive data integrityfor the firm by supporting the firm's Referential Quality Management (RQM) teamwith data maintenance activities across lifecycle events of a client includingrequests for onboarding, legal entity maintenance, and offboarding
• Support reduction ofoverall risk for the firm by executing a consistent process for all referentialdata activities with proper controls and by providing recommendations forimprovement for data integrity
• Help increaseefficiency of executing data activities by being able to address all requestsregardless of lifecycle event, impacted systems, and/or complexity
• Help improve customerexperience by completing data activities effectively allowing customers toaccess their products and services quicker

Major Responsibilities:

• Evaluate referentialdata requests effectively stemming from onboarding, maintenance, andoffboarding to understand complexities and what actions need to executed tofulfill request
• Review and executeadditional requests from the Data Management Office (DMO) that include databreaks. Provide a root cause analysis to manager for these requests.
• Apply understanding offinancial services products including banking, securities, and derivatives aswell as institutional client types as data activities will be driven by thesefactors
• Input and modify dataelements in the firm’s banking and securities systems for customers that areonboarding, modifying, or offboarding
• Provide updates andreports as needed to manager to ensure transparency on request progress notingany risks / issues effectively
• Identify impacteddownstream systems for clients that require further analysis including clientsthat contain active subaccounts, duplicate entities, and recently offboardedaccounts.
• Communicateeffectively with several groups across the enterprise including FrontOffice, Client Lifecycle Management (including the onboarding andperiodic review teams), Legal, Credit, DMO, and other operations teamsresponsible
• Ensure receipt of allneeded documentation for process completion in accordance with procedures
• Execute all processesin accordance with the firm policy and controls
• Understand policychanges socialized by Compliance and implications to the referential dataprocesses by working closely with manager
• Participate in meetingdirected by the Referential Quality Management team manager and Head ofOnboarding

Qualifications/Skills:

• Bachelor's degree orequivalent
• Strong attention todetail and analytical skills. Appropriate and confidential handling of clientdata
• Excellentcommunication skills
• ​Ability to effectivelymanage and report on progress of requests