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Business Data Specialist
Sun Life Financial
Wellesley, MA, United States
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At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.
Job Description:
Job description
• As a member of the Customer Relationship Management Data Team and under the direction of the Customer Service Manager, the Business Data Analyst's role is, working with our internal partners in Distribution, to ensure the accuracy of Firm, Office, and Broker data in our Licensing and Salesforce applications. The individual will respond to inquiries from our clients, identify data issues and perform regular data maintenance as required. This team is recognized as the authorities on all Customer Relationship Management data issues.
Preferred skills
• Ability to author documentation preferred
• Experience in Excel a plus
• Understanding of the Financial Services Industry preferred
Qualifications
• 2-4 years in front-line support role (customer service, help desk, etc.)
• Strong attention to detail required
• Analytical problem solving a must
• Ability to work with confidential documents and other sensitive information
• Strong written and verbal communications skills required
Responsibilities
• Acts as a primary contact for all Customer Relationship Management data integrity questions
• Responsible for data maintenance, problem recognition, research, resolution and follow-up steps for the following:
• - Address and other contact data
• Brokers linked to appropriate Firm/Office
• New data supplied by firms
• Resolves routine problems immediately, while consulting and collaborating with the IT teams and subject matter experts to solve more complex issues
• Inputs data into CRM and Licensing/Appointment applications as needed
Sun Life Financial (U.S.) Services Company, Inc. is a federal contractor subject to Executive Order 11246, Section 4212 of the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such the company is committed to taking positive steps to implement the employment-related aspects of the company’s equal employment opportunity policy. It is the company’s policy to take affirmative action to employ, advance in employment, and otherwise treat qualified minorities, females, protected veterans, and individuals with disabilities without regard to their race/ethnicity, sex, veteran status, or disability.
Pursuant to 41 CFR §§ 60-300.44(f)(1)(ii) and 741.44(f)(1)(ii), we hereby notify you of our company policy related to our affirmative action efforts and request appropriate action on your part
Job Category:Sales - Distribution Support
Posting End Date:30/01/2019