Envestnet, Inc · 4 days ago

Data Aggregation Specialist

Raleigh, NC

Full-time

Onsite

Entry, Mid Level

1+ years exp

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Responsibilities

Provides day-to-day operational support for data aggregation providers (including By All Accounts, Yodlee, DST, DTCC and DAZL) to internal Envestnet departments, and external advisors and firms.

Serves as the Data Aggregation resource for onboarding projects and conversions of new firms to the Envestnet platform. In this role, works closely with the internal cross-functional project team and firm representatives to manage data aggregation provider setup and/or conversion.

Provides day to day support for issues related to Auto Claim, as well as assistance with Auto Claim configuration requests.

Monitors and reviews daily download and reconciliation data for assigned channels/firms to address issues and assist advisors in troubleshooting errors.

Works with Yodlee and/or By All Accounts directly on behalf of advisors and firms. Opens cases for issues that cannot be resolved, and provides supporting documentation if required.

Directly works with other Data Aggregation providers to facilitate problem resolution and improve efficiencies and current processes.

Establishes and maintains strong and cooperative relationships with Envestnet client service teams to foster a cooperative environment for the resolution of problems and/or errors.

Provides support for internal groups working with firms/clients on Data Aggregation. Support includes, but is not limited to, research and resolution on account level issues involving data aggregation providers. This could include data feed, reconciliation, pricing issues, etc.

Helps facilitate best practice process management with various operational and administrative areas of the organization, including making suggestions for improved client service, quality control, and risk management procedures.

Daily monitoring of Data Aggregation Support Group Email Box.

Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.

As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Qualification

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Financial services industry experienceOperational processes understandingSecurities industry knowledgeInvestment vehicles knowledgeTrading methods knowledgeGeneral securities rules understandingFinancial industry regulations knowledgeOperations understandingInvestment processing knowledgeCritical analysisMicrosoft Word proficiencyMicrosoft Excel proficiencyMath skillsProblem-solvingSelf-motivatedIndependent workCollaborative decision making information-gatheringTroubleshooting