Prequel is seeking candidates for a Sr. Client Data Coordinator role with a flagship company in Pittsburgh. This is a contract role with an estimated duration of 6 months and the potential to extend and or potentially convert to a full time salaried position with the company.

Responsibilities include:

• Perform Trade & Asset Matching for All Incoming Client and Transfer Agent Files
• Maintain Client Account-Level Firm, Office & Rep Data
• Establish & Maintain Existing Client Firm & Office Data
• Perform Research to Acquire Information from Various Data Sources Including Client Contacts, Client-Provided Artifacts and third-Party Data Sources (Discovery, FINRA, IAPD, Client Web Sites)
• Review and Approve SalesForce Change Requests
• Review and Disposition Marketo Data Exceptions

Target Background for candidates includes:

• High level PC proficiency, strong analytical skills, strong problem-solving skills, attention to details, capable of handling multiple tasks simultaneously.
• Preferred financial services industry experience / market trading.