Data Services Specialist
Focus Partners Wealth(1 month ago)
About this role
A Data Services Specialist at Focus Partners Wealth is responsible for ensuring the accuracy and integrity of client data within various core systems. The role involves data analysis, troubleshooting, process improvement, and supporting data management tasks to uphold the firm's commitment to data quality and compliance.
Required Skills
- Data Analysis
- Salesforce
- Orion
- Data Reconciliation
- Data Integrity
- Cost Basis
- Client Data
- Portfolio Management
- Data Processing
- Troubleshooting
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
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