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Client Data Steward Senior Associate

2.00 to 3.00 Years   Bangalore   22 Jul, 2019
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Operations Management
EmploymentTypeFull-time

Job Description

  • Coordinate and handle incoming client set-up and maintenance requests from Sales and data provider data
  • Research and determine firm classifications according to predefined process
  • Work with internal team members to determine mapping between client data sets
  • Detect redundant client data in CRM and data provider data
  • Coordinate with internal partners to design and implement client hierarchies
  • Act as client subject matter expert to internal team members (e.g. developers and product managers) to help identify reporting and system requirements
  • Act as escalation point for internal client data quality analyst team members
  • Manage demand while adhering to service level agreements
  • Track client data metrics including number of clients, number of hierarchies and number of new clients
  • Effectively communicate with team members and non-technical partners through a variety of mediums
Qualifications
  • 2+ years experience and/or exposure to account or client data management
  • Experience with asset manager client firms including intermediaries and institutions
  • Experience with a Customer Relationship Management System (Salesforce.com preferred)
  • Customer-focused and service-oriented
  • Aptitude for seeking creative solutions to multi-faceted data problem
  • Ability to multi-task in a fast-paced environment with accelerating priorities
  • Attention to detail with strong organizational skills
  • Ability to take ownership and initiative, to influence and build consensus and successfully navigate within a data driven environment of a leading global financial institution
  • Previous experience with ETFs/equities/mutual funds is desirable, but not necessary
  • Bachelors degree
  • Persuasive and articulate in presenting complex ideas, simply.
,

Keyskills :
insurancemissalesqualityusicmakingcustomerrelationshipmanagementdataqualityservicelevelcustomerrelationsassetmanagementglobalplatform

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