What are the responsibilities and job description for the Data Services Specialist position at Focus Partners Wealth?
DATA SERVICES SPECIALIST
St. Louis, MO
Position Summary
The Data Services Specialist plays a pivotal role in ensuring the integrity and accuracy of client information within our core operating systems, catering to Focus end clients. Responsibilities encompass processing requests via Salesforce workflows, utilizing administrative tools within core systems, conducting data analysis, and delivering clear explanations to advisors and end-users. As a key custodian of client data, this role not only fulfills essential day-to-day functions but also evolves to demonstrate expertise in specific areas over time. The precision and reliability of client data management are paramount to our company’s core values, reflecting our unwavering commitment to data integrity.
Primary Responsibilities
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.
This position is a Non-Exempt role. The annualized base pay range for this role is expected to be between $50,000 - 55,000/yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.
St. Louis, MO
Position Summary
The Data Services Specialist plays a pivotal role in ensuring the integrity and accuracy of client information within our core operating systems, catering to Focus end clients. Responsibilities encompass processing requests via Salesforce workflows, utilizing administrative tools within core systems, conducting data analysis, and delivering clear explanations to advisors and end-users. As a key custodian of client data, this role not only fulfills essential day-to-day functions but also evolves to demonstrate expertise in specific areas over time. The precision and reliability of client data management are paramount to our company’s core values, reflecting our unwavering commitment to data integrity.
Primary Responsibilities
- Support all team members in essential duties and responsibilities related to Data Services.
- Proficiently analyze and troubleshoot complex issues related to positions and portfolios, effectively communicating solutions to advisory teams.
- Analyze processes and procedures to identify improvements or efficiencies.
- Coordinate with relevant teams to establish and maintain effective communication channels and workflows. to establish new download interfaces.
- Research, analyze, and reconcile data while assisting with inbox tasks and Quarterly Reports.
- Continuously learn about the business through job shadowing and educational opportunities, upholding the firm’s core values.
- Classify securities using the standard and guidelines established by our investment team.
- Provide expertise in data processing and supporting knowledge transfer to other teams.
- Consistently achieve Associate Goals and actively contribute to executing Team Plans within the department.
- Demonstrate a comprehensive understanding of all business practices within the department and the organization.
- Oversee the Heldaway assets, addressing aggregation issues and performing manual reconciliation as needed.
- Meet or exceed Service Standards for the department consistently.
- Perform advanced cost basis functions, including updating missing data, troubleshooting discrepancies, and accounting disposal methods.
- Perform regular audits to maintain data integrity in Orion, continually seeking to enhance existing processes and develop new audit processes.
- Manage workflows through various platforms and systems, ensuring efficient operation across all channels.
- Ensure data systems are up to date by completing daily tasks, including new accounts, selected lots, classification, pricing checks, and account maintenance.
- Bachelor’s degree
- 1 years experience with data management, preferably within the financial services industry.
- Proficiency with Windows Operating systems and Microsoft Office suite.
- Familiarity with key tools such as Orion, Custodian platforms, Salesforce, and other Portfolio Management tools.
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.
This position is a Non-Exempt role. The annualized base pay range for this role is expected to be between $50,000 - 55,000/yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.
Salary : $50,000 - $55,000
