You'll play a pivotal role in ensuring the integrity and accuracy of the firm’s customer data. You'll be responsible for reviewing new client request forms submitted by Partners and client finance colleagues, validating client information externally, and facilitating the seamless setup of new clients in the firm’s Customer Data Management system. You'll also ensure that requestors are promptly updated regarding the availability of the new client information in the database.
You'll assess the need for new client creation by analyzing existing customer data, exercising sound judgment to avoid redundancies. Your diligence in maintaining accurate and complete client information will enable the data to serve a variety of critical use cases across the firm.
You'll also conduct periodic reviews and data cleanup activities to uphold the highest standards of data quality. This requires a strong ability to analyze data, synthesize insights, and identify opportunities for improvement. Staying informed about process updates and assessing the upstream and downstream impact of changes will be key to your success.
You'll work closely with cross-functional teams to achieve shared goals, maintain transparency in daily operations, and proactively address challenges. As a team player, you will contribute to a culture of trust, excellence, and continuous improvement.
Additionally, you'll ensure that process documentation is regularly updated and maintain learning logs to identify risks and opportunities from a data management and consumption perspective.