Associate Client Data Operations Specialist

About the role

Research business unit data problems and provide recommendations of solutions. Actively resolve day-to-day needs of the business unit with a focus on the systems, processes and quality. Research a range of process maps and written documents including user guides and manuals, and training materials, with support from team leads as needed. Ensure all assigned tasks are performed in a timely manner in order to meet processing schedules and service level agreements, while maintaining system integrity.

Essential duties and responsibilities

• Identifies and resolves data quality issues; actively participate in data governance processes to ensure the highest quality data is maintained and available.
• Recommend to team lead and management changes to policies, procedures and processing flows, while maintaining a working knowledge to support the platforms and interfacing applications.
• Stays up-to-date with corporate and platform operating policies and procedures in order to understand and assess the impact of recurring problems.
• Assists with system implementation and training that becomes necessary as a result of system or policy changes.
• Identifies internal efficiencies and system enhancements.
• Analyzes basic information and makes decisions within guidelines or standard practices to solve problems.
• Assists in research and problem resolution.

Required qualifications

• High School diploma, or equivalent
• Two years of experience in financial services industry

Preferred qualifications

• Associate's or Bachelor's degree
• Experience and knowledge of Client Information Systems

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan
• No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during first year of employment
• 10 sick days (prorated), and paid holidays
• May also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan depending on position and division