Data Services Specialist

Focus Partners Wealth; St. Louis, Northern (MO, KY); Hybrid; USD 50,000 - 51,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Focus Partners Wealth is seeking a Data Services Specialist to ensure data integrity and maintenance of client and portfolio information across core systems. The role supports reconciliation, performance reviews, and issue resolution in a hybrid setup with 3 days in office and up to 2 remote days.

Responsibilities include account maintenance, cost basis and tax lot updates, and collaboration with internal/external partners. Strong data management and financial services experience preferred.

Qualifications

• Bachelor’s degree and/or 1+ years in data management, preferably financial services.
• Proficiency with Windows OS and Microsoft Office.
• Experience with Orion, custodial platforms, Salesforce, and portfolio management systems.
• Experience with reconciliation processes.
• Knowledge of investment products and securities.
• Experience with financial reporting or portfolio accounting.
• Ability to learn new systems, tools, and processes quickly.
• Strong analytical and problem-solving skills.
• Collaborative team player with aptitude for imparting knowledge to others.
• Meticulous attention to detail and unwavering commitment to accuracy.
• Strong organizational skills in fast-paced environments.
• Commitment to continuous learning and professional development.
• Excellent verbal and written communication skills.
• Strong interpersonal communication across diverse teams and experience levels.

Responsibilities

• Collaborate with team to support daily Data Services operations, resolve issues, and obtain information necessary to achieve dept. objectives.
• Perform new account setup, maintenance and updates.
• Support cost basis maintenance, tax lot updates and cost disposal methods.
• Manage workflows across platforms and systems, ensuring operational efficiency.
• Identify, investigate, and resolve account, position, and reconciliation issues.
• Conduct performance and validation activities by researching and resolving discrepancies.
• Communicate with and monitor external vendors and internal partners.
• Classify securities using the standards established by the investment team.
• Develop and maintain understanding of departmental processes and organizational business practices.

Skills

Analytical skills

Problem solving

Communication

Attention to detail

Organizational skills

Team player

Learning ability

Interpersonal skills

Education

Bachelor's degree

1+ years data management

Tools

Orion

Custodial platforms

Salesforce

Portfolio management systems

Job description

Job Description Summary

The Data Services Specialist plays a pivotal role in ensuring the integrity, accuracy, and maintenance of client and portfolio data within core operating systems across multiple business lines. This role supports the day-to-day operations of a large financial advisory firm by maintaining critical data systems, supporting reconciliation and performance review processes and resolving data-related issues. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Collaborate with team members, internal and external contacts to support daily Data Services operations, resolve issues, and obtain information necessary to achieve department objectives.
• Perform new account setup, account maintenance and account updates.
• Support cost basis maintenance, tax lot updates and cost disposal methods.
• Manage workflows through various platforms and systems, ensuring operational efficiency across all channels.
• Identify, investigate, and resolve account, position, and reconciliation issues.
• Conduct performance and validation activities by researching and resolving performance related discrepancies.
• Communicate with and monitor external vendors and internal partners.
• Classify securities using the standards established by the investment team.
• Develop and maintain a strong understanding of departmental processes and organizational business practices.

Qualifications

• Bachelor’s degree and/or 1+years of relevant experience in data management, preferably within financial services.
• Proficiency with Windows operating systems and Microsoft Office suite.
• Experience with Orion, custodial platforms, Salesforce, and portfolio management systems preferred.
• Experience with reconciliation processes preferred.
• Knowledge of investment products and securities preferred.
• Experience with financial reporting or portfolio accounting.
• Demonstrated ability to learn new systems, tools, and processes quickly.
• Strong analytical and problem-solving skills with the ability to identify and resolve issues efficiently.
• Collaborative team player with an aptitude for imparting knowledge to others.
• Meticulous attention to detail and unwavering commitment to accuracy.
• Strong organizational skills, thriving in fast-paced environments.
• Demonstrated commitment to continuous learning and professional development.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to communicate effectively across diverse teams and experience levels.

The Data Services Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $50,000-$51,000 yearly. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

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About Focus

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Equal Opportunity and Diversity Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.

If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

The following language is for US based roles only.

For California Applicants: Information on your California privacy rights can be found here.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.

The Company complies fully with the Americans with Disabilities Act.

People matter here, not just as a catchphrase, but as a belief. And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people.

Your experience, your judgment, and your perspective, they matter here.

We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting.

Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions.

Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.