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Data Entry Specialist

Job Category: Data Analysis
Job Location:Westport, Connecticut

Analyst, Data Analysis

About Our Firm:

Granite Solutions Groupe provides financial services decision makers with people and solutions that deliver. Our clients count on us to deliver the right talent at the right time to achieve critical business results. We leverage our industry knowledge and passion for client priorities to deliver human capital solutions.

GSG was founded in 1998 as a consulting firm delivering project management and technology solutions for the financial services industry. GSG now has a global presence, with team members deployed across the U.S. at Fortune 1000 companies and high-performing Fintech firms.

High-caliber consultants are the face of GSG at our client organizations and offices. We value the deep relationships we have with our consultants that enable us to place them in roles where their skills will have an immediate impact. The GSG consulting team is comprised of diverse, experienced, driven, and dynamic contributors who excel at getting things done.

About the Opportunity:
GSG is seeking a detail-oriented Data Entry Specialist to support our team by ensuring the accuracy and completeness of data within our client’s CRM system. The ideal consultant will have experience with account openings at financial firms and will play a critical role in re-papering client accounts, ensuring that specific client data is accurate and ready for migration to a new system.
Responsibilities:

  • Reconcile and update client and affiliated party contact information in the CRM.
  • Obtain Know Your Customer (KYC) data for each account.
  • Gather affiliation data from a compliance remediation project and recent accounts.
  • Cross-check and reconcile data with firm compliance affiliation spreadsheets.
  • Collaborate with the Client Service Team to review and validate the accuracy of reconciled data.
  • Update records in client compliance as needed, including initiating new Anti-Money Laundering (AML) reviews if required.
  • Ensure all required fields are complete in the CRM system.
  • Format and prepare spreadsheets for upload into CRM and perform quality control (Q/C) after upload.
  • Complete missing data for legal entities in CRM using available templates and forms.
  • Transfer relevant data from compliance affiliation spreadsheets to CRM.
  • Work closely with stakeholders to gather and input any additional missing information.
  • Ensure trade blotter data is complete and accurate in the CRM.
  • Obtain data from Broadridge and manually enter any missing information after adding required fields.
  • Adapt processes as necessary based on data quality from Broadridge.

Requirements:

  • Bachelor’s degree.
  • Experience with account openings at a financial firm, including familiarity with client re-papering processes.
  • Financial services experience.
  • Proven experience in data entry roles, particularly in financial services.
  • Strong attention to detail and accuracy.
  • Proficiency in Microsoft Excel and experience working with CRM systems.
  • Excellent organizational and time management skills.
  • Ability to work independently and as part of a team.
  • Familiarity with KYC, AML, and compliance-related data entry is a plus.

Employee Benefits:

GSG is excited to offer its consultants excellent compensation and a robust option of benefits which include comprehensive medical, dental, vision and prescription coverage. You will receive company-paid life insurance. In addition, we hope you will take advantage of eligible commuter benefits-like paying for work-related public transit and parking with pre-tax dollars. Save for your retirement with pre-tax contributions that go directly into your 401K. We also care about your pets with several options for pet insurance, discount card and prescriptions.

GSG’s Commitment to Diversity:

As a diverse-owned business, GSG is committed to creating a diverse workforce, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.