Data Services Specialist

Focus Partners Wealth(1 month ago)

HybridFull TimeMedior$50,000 - $60,000Data Services

About this role

Focus Partners Wealth is hiring a Data Services Specialist to help maintain accurate and reliable client information across core operating systems supporting wealth management clients. The role supports end users and advisors by handling data-related requests and providing clear explanations, while building deeper expertise in specific data domains over time. The position operates within a hybrid work model.

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Required Skills

Data Analysis
Data Integrity
Data Reconciliation
Salesforce
Orion
Portfolio Management
Workflow Management
Process Improvement
Troubleshooting
Cost Basis

+3 more

Qualifications

Bachelor’s Degree

About Focus Partners Wealth

focusfinancialpartners.com

Focus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.

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