Data Quality Specialist

The Data Quality Specialist provides support to our internal client service teams and external clients for all questions or issues related to data reconciliation, data quality, and performance/reporting process. The Data Quality Specialist leverages knowledge of the portfolio accounting system to resolve data issues and manage reconciliation-related support to internal and external clients, including research on cost basis, transactions, positions and security-level queries, snapping, publishing, performance and reporting, troubleshooting data issues using custodian data, and collaboration on conversion projects.

Job Responsibilities:

1. Responsible for independent reconciliation, validation and analysis of data issues with various types of portfolio accounts maintained in ENV platforms

Establishes and maintains strong and cooperative relationships with both internal client service teams and external clients to foster a cooperative environment for the resolution of problems and/or errors

Establishes and maintains strong working relationships with all operation and technology teams to ensure a productive environment exists for problem resolution

Collaboratively works with clients and Envestnet service teams to solve operational issues related to data, reconciliation, and delivery questions.

Works to identify root cause of issue trends and propose short-, medium- and long-term solutions

Facilitates best practice process management with various operational and administrative areas of the organization, including making suggestions for improved client service, quality control, and risk management procedures

Monitors daily requests received by the team via Zendesk tickets, email, and Service tasks/requests

Ensures all client-based service level agreements are met

Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested

As part of the responsibilities for this role, you will understand and readily support Envestnet’s established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk