Data Services Specialist

Job Description Summary:

The Data Services Specialist plays a pivotal role in ensuring the integrity, accuracy, and maintenance of client and portfolio data within core operating systems across multiple business lines. This role supports the day-to-day operations of a large financial advisory firm by maintaining critical data systems, supporting reconciliation and performance review processes and resolving data-related issues.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Job Description:

Primary Responsibilities

• Collaborate with team members, internal and external contacts to support daily Data Services operations, resolve issues, and obtain information necessary to achieve department objectives.
• Perform new account setup, account maintenance and account updates.
• Support cost basis maintenance, tax lot updates and cost disposal methods.
• Manage workflows through various platforms and systems, ensuring operational efficiency across all channels.
• Identify, investigate, and resolve account, position, and reconciliation issues.
• Conduct performance and validation activities by researching and resolving performance related discrepancies.
• Communicate with and monitor external vendors and internal partners.
• Classify securities using the standards established by the investment team.
• Develop and maintain a strong understanding of departmental processes and organizational business practices.

Qualifications:

• Bachelor’s degree and/or 1+years of relevant experience in data management, preferably within financial services.
• Proficiency with Windows operating systems and Microsoft Office suite.
• Experience with Orion, custodial platforms, Salesforce, and portfolio management systems preferred.
• Experience with reconciliation processes preferred.
• Knowledge of investment products and securities preferred.
• Experience with financial reporting or portfolio accounting.
• Demonstrated ability to learn new systems, tools, and processes quickly.
• Strong analytical and problem-solving skills with the ability to identify and resolve issues efficiently.
• Collaborative team player with an aptitude for imparting knowledge to others.
• Meticulous attention to detail and unwavering commitment to accuracy.
• Strong organizational skills, thriving in fast-paced environments.
• Demonstrated commitment to continuous learning and professional development.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to communicate effectively across diverse teams and experience levels.

The Data Services Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $50,000-$51,000 yearly. 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 cash bonus and a comprehensive benefits package.

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Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected]

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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.