Data Quality & Records Specialist

Madison Avenue Securities; San Diego (CA); On-site; USD 55,000 - 68,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k with matching

Generous paid time off

Job summary

Madison Avenue Securities is seeking a detail-oriented data professional to maintain client and account records. You will validate, research, and reconcile data, partner with internal teams and Salesforce, and document data processes to support reliable systems.

The role emphasizes independence in troubleshooting and a strong focus on data accuracy within financial services. Join a collaborative, data-driven environment in San Diego.

Qualifications

• Experience in financial services.
• Experience in Outlook, Word, Excel and PowerPoint.
• Strong attention to detail and commitment to data accuracy.
• Analytical mindset with a natural curiosity for understanding how and why issues occur.
• Ability to research, troubleshoot, and resolve data-related issues independently.

Responsibilities

• Review and validate incoming client and account data for accuracy and completeness.
• Research and resolve missing, incomplete, or inconsistent records.
• Reconcile and maintain client data, including consolidation and removal of duplicate or outdated records.
• Partner with department leaders to identify root causes of data issues and develop sustainable solutions.
• Collaborate with Salesforce and other vendor partners to standardize and improve data across systems.
• Document data processes, system changes, and updates from external data providers.
• Prepare and distribute required client communications.

Skills

Attention to detail

Analytical mindset

Independent research

Tools

Outlook

Word

Excel

PowerPoint

Job description

Madison Avenue Securities is seeking a detail-oriented data professional to maintain client and account records. You will validate, research, and reconcile data, partner with internal teams and Salesforce, and document data processes to support reliable systems.

The role emphasizes independence in troubleshooting and a strong focus on data accuracy within financial services. Join a collaborative, data-driven environment in San Diego.