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Data Aggregation Specialist
Posted on 9/22/2022
Raleigh, NC, USA
Experience Level
Desired Skills
  • Bachelor's degree or equivalent work experience preferred
  • 1-3 years of experience in the financial services or related industry
  • Overall understanding of the work environment and operational processes
  • Must be self-motivated, and work well independently, sometimes with minimal instruction
  • Must have working knowledge of the securities industry, of various types of investment vehicles, and trading methods
  • Must have a functional understanding of General Securities rules as well as Financial Industry Regulations and terminology
  • Must have a precise understanding into Operations within the Financial Services Industry
  • Understands the terminology and processing requirements within the Investment and Financial Services Industry
  • Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure and adjust to changing priorities
  • Ability to critically analyze information and make sound recommendations
  • Ability to adjust to changing priorities
  • Work as a member of a team with collaborative decision making
  • Must demonstrate professionalism and diplomacy and be able to work with a variety of personalities
  • Strong information-gathering and troubleshooting skills
  • Ability to communicate with others in a concise, productive and professional manner - both verbally and in writing
  • Must have strong math skills
  • Proficient with Microsoft Word and Excel
  • 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

201-500 employees

Data aggregation and analytics platform
Company Overview
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
  • Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision
  • 401(k) Match
  • On-site Flu Shots
  • On-site Biometrics Screening
  • Employee Assistance Program (EAP)
  • Life Insurance and AD&D
  • Short and Long Term Disability
  • On-site Gym
  • Fully Stocked Kitchen
  • Tuition Reimbursement
  • Employee Referral Bonus
  • Casual Dress Code
  • Mobile Reimbursement