Data Services Specialist

Role overview

This opportunity is for a Data Services Specialist in the United States, presented on behalf of a partner company that oversees the application process and all follow-up steps. The role blends client service, data operations, and technical support in a fast-moving SaaS environment that works with global financial institutions.

In this position, you will serve as an important contact for clients and help ensure data reconciliation projects are delivered smoothly while broker data connections remain dependable. The work is hands-on and detail-focused, combining data handling with day-to-day client communication. You will partner with internal operations teams and external financial data providers to investigate issues, strengthen data workflows, and preserve dataset quality. Success in this role depends on accuracy, responsiveness, ownership, and the ability to work well in a collaborative, service-oriented environment.

The role also provides exposure to complex financial data settings and opportunities to support process enhancements and special projects.

Key accountabilities

• Work with brokers and internal data operations teams to set up, troubleshoot, and maintain client data feed connections.
• Communicate with clients about the status, progress, and resolution of data reconciliation work.
• Handle incoming client questions and onboarding-related requests through Salesforce Service Cloud.
• Prepare, verify, and organize large datasets to support reporting and reconciliation activities.
• Spot data mismatches and correct them accurately and on time.
• Assist with client demonstrations of services and help identify opportunities to deepen engagement.
• Support process improvements, operational enhancements, and other ad hoc projects as required.

Requirements

• A bachelor’s degree is mandatory.
• Strong command of Microsoft Office tools, including Excel, Word, PowerPoint, and Outlook, along with general business software.
• High accuracy in data entry, validation, and documentation work.
• Strong organization and time management abilities, including the capacity to meet deadlines in demanding situations.
• Excellent verbal and written communication skills with a strong customer-service approach.
• Ability to handle sensitive information confidentially and maintain strict data integrity and security practices.
• Analytical and problem-solving ability to investigate and resolve data issues effectively.
• Experience with Salesforce, Jira, Power BI, or Power Query is considered an added advantage.

Benefits

• Competitive total compensation aligned to U.S. market levels, with a range of $60,500 to $71,500.
• Medical, dental, and vision insurance.
• Paid time off and standard company holidays.
• Exposure to international financial services clients and complex data environments.
• Opportunities to contribute to process improvement and cross-functional work.
• Supportive, collaborative team culture with strong operational backing.
• Career growth opportunities in a growing SaaS organization.

Additional information

The hiring process for this role is managed by the partner company. Applications are reviewed through an AI-assisted matching process, and the shortlist is forwarded to the employer for interviews and further steps. The final hiring decisions, including assessments and interviews, are handled by the employer’s internal team.

Data privacy and processing notice

By applying, you agree that your personal data may be processed to evaluate your candidacy and shared with the hiring employer where relevant. This is based on legitimate interest and pre-contractual measures under applicable data protection laws, including GDPR. You may request access, correction, deletion, or objection to processing at any time.

Artificial intelligence tools may be used to support parts of the recruitment workflow, such as reviewing applications, analyzing resumes, and checking responses for possible inconsistencies or verification signals. These tools support the recruitment team but do not replace human judgment. Final hiring decisions are made by people.