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Data Consultant in Chicago, IL at AccruePartners

Date Posted: 2/25/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Chicago, IL
  • Job Type:
    Other
  • Experience:
    At least 1 year(s)
  • Date Posted:
    2/25/2018

Job Description

AccruePartners values our contract and consulting employees. We strive to provide comprehensive, quality and an affordable suite benefits. Our employees are eligible for Medical, Vision, Dental, Short Term Disability and 401K and other benefits. 

WHO OUR CLIENT IS:

  • Fortune 100 Financial Services Company
  • 100-year history of dedication to customer satisfaction, success and growth
  • Tremendous growth and new business strategy leading to the need for new talent
  • Significant investments in cutting-edge technology

WHY YOU SHOULD CONSIDER THIS OPPORTUNITY:

  • Culture: Excellent work environment that fosters collaboration
  • Growth: Ability to make an impact on the direction of the organization
  • Opportunity: Gain hands-on experience working with cutting-edge technology
  • Stability: Recent financial performance of the company has reported record profits

WHERE THE POSITION IS LOCATED:

  • Chicago, IL

WHAT YOU WILL DO:

  • Add and update customer entities (add, maintain merge) within our CRM system related to the current firm priorities and distribution initiatives - conferences, platform launches and marketing campaigns
  • Perform adhoc searches and analysis based on sales requests
  • Complete daily matching of transactions to financial advisors, using information provided and gathered through firm files, independent research via internet and phone
  • Use business experience and logic to execute trade resolution data accurately and in a timely manner to assist sales and marketing distribution activities
  • Communicate with internal and external data providers and customer firms to resolve various data errors that occur in the trade resolution process

HOW YOU ARE QUALIFIED:

  • 4 year college degree
  • Verbal and written communication skills
  • Able to represent our organization within the industry
  • Previous industry experience, ideally working within distribution area
  • Highly detail-oriented
  • Self-motivated and highly organized
  • Ability to work independently and juggle multiple priorities
  • Previous experience working within a CRM system
  • Proficient in MS Office products