Data Management Specialist

Key Responsibilities

• CRM Data Entry & Maintenance
• Create, update, and maintain records in Microsoft Dynamics CRM and related systems following established procedures and data standards.
• Enter client, prospect, deal, and transaction data accurately and completely based on source documents and requests.
• Update contact information, account hierarchies, and relationship mappings as changes occur.
• Ensure data fields are populated consistently to support reporting and analytics requirements.
• Flag incomplete or inconsistent records for review and correction.
• Document Management & SharePoint Operations
• File, tag, and organize documents in SharePoint according to established naming conventions and folder structures.
• Associate documents with appropriate entities, deals, clients, or projects to ensure proper linkage and retrievability.
• Apply metadata tags and document classifications consistently across all uploads.
• Maintain document version control and ensure obsolete files are archived appropriately.
• Support document retrieval requests from internal stakeholders.
• Ticket Queue Management & Service Delivery
• Monitor and work assigned tickets from the data management queue in a timely manner.
• Meet established turnaround times and service level expectations for data requests.
• Communicate status updates and completion confirmations to requestors.
• Escalate exceptions, complex issues, or ambiguous requests to the Manager, Data Management.
• Document work completed and maintain accurate ticket records.
• Data Quality & Compliance Support
• Perform routine data quality checks including duplicate detection, completeness reviews, and validation against source documents.
• Participate in periodic data audits and assist with data cleansing and correction initiatives.
• Support compliance tracking workflows by maintaining required documentation and audit trails.
• Aid in reporting readiness activities, ensuring data is accurate and complete for scheduled reports.
• Follow data handling and security protocols in accordance with company policies.
• Assist with special projects as needed.

Required Qualifications

• A high school diploma or equivalent required; an Associate's or Bachelor's degree in Business or related field preferred.
• 1-3 years of experience in data entry, data management, or administrative support roles.
• Experience working with CRM systems (Microsoft Dynamics preferred) or similar database applications.
• Familiarity with SharePoint or other document management systems.
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word).
• A strong attention to detail and commitment to data accuracy.
• The ability to follow documented procedures and meet deadlines consistently.
• Strong organizational and time management skills.
• Effective written and verbal communication skills.

Preferred Qualifications

• Experience in the financial services industry (banking, insurance, investment management, or wealth advisory).
• Working knowledge of Microsoft Dynamics 365 CRM.
• Experience with ticketing systems (ServiceNow, Jira, or similar).
• A basic understanding of data quality principles and data governance concepts.
• Familiarity with compliance and regulatory documentation requirements.
• Experience supporting reporting or analytics functions.