Wealth Data & Reporting Specialist

Integrity; Urbandale (IA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation package

Job summary

Integrity is seeking a Wealth Service Associate to master data flow through Black Diamond, RCI, and the CRM Wealth Platform. You will organize data entering Black Diamond, link it to the right business units, and initiate reporting for internal and external partners.

You will review client accounts, ensure data accuracy, and act as a main contact for Advisors on complex data issues while supporting a nationwide client network.

Qualifications

• Must have 2–4 years in Financial Services or Wealth Management.
• Experience with Wealth Reporting, CRM, and industry platforms.

Responsibilities

• Review new accounts and tag to designated representatives.
• Maintain data integrity across platforms.
• Serve as main contact for Advisors on account/transaction issues.
• Direct data flow from Black Diamond to other systems.
• Monitor satisfaction with weekly reporting and data.
• Perform other duties as assigned.

Skills

Exceptional written verbal comms

Customer service

Data prioritization

Attention to detail

Data qualification

Broker-dealer/RIA knowledge

Education

Bachelor's in Business/Finance

Four-year college certificate in Business/Finance

Tools

Black Diamond Wealth Platform

Pershing

Schwab

Fidelity

Job description

Integrity is seeking a Wealth Service Associate to master data flow through Black Diamond, RCI, and the CRM Wealth Platform. You will organize data entering Black Diamond, link it to the right business units, and initiate reporting for internal and external partners.

You will review client accounts, ensure data accuracy, and act as a main contact for Advisors on complex data issues while supporting a nationwide client network.