Role OverviewThe role owns account data quality, controls, and process discipline across the account lifecycle. The Specialist will work directly with data owners to align fields and definitions across systems. The role has a growth path toward broader ownership of account lifecycle processes and offshore workflow oversight.
What You Will Do
Manually investigate and resolve mismatched account data across systems, download and review data exceptions daily, and assist the New Account Opening team with opening Institutional, Intermediary, Subadvised, and CIT Trust accounts.
Why It Might Be a Fit
The role requires strong data analysis, profiling, and discovery skills, ability to manage multiple concurrent work efforts independently, and proficiency in MS Excel, Visio, and PowerPoint.
Requirements
- Bachelor’s degree
- 5-8+ years of relevant experience
- Experience with reference data, security master, or account master data
- Experience documenting and mapping business processes
- Project management and business analysis experience
- Strong data analysis, profiling, and discovery skills
- Ability to manage multiple concurrent work efforts independently
- Strong written and verbal communication skills
- Proficiency in MS Excel, Visio (or equivalent), and PowerPoint
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Other benefits
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