Focus Financial Partners · 11 hours ago
Data Services Specialist
St. Louis, MO
Full-time
Hybrid
Mid Level
$50K/yr - $60K/yrFocus Partners Wealth is seeking a Data Services Specialist. This role plays a pivotal role in ensuring the integrity and accuracy of client information within core operating systems and involves processing requests, conducting data analysis, and delivering clear explanations to advisors and end-users.
Asset ManagementFinanceFinancial ServicesWealth Management
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
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
Qualification
Required
Bachelor's degree or relevant experience in 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
Strong organizational skills, thriving in fast-paced environments
Positive attitude towards continuous learning and professional development
Demonstrated expertise and success in Client Data Services Specialist II role or equivalent
Excellent verbal and written communication skills
Effective people skills, capable of engaging with individuals of diverse backgrounds and expertise levels
Proven history of punctuality and meeting deadlines
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
Founded in 2006
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
Business Wire
2025-12-13
Company data provided by crunchbase