Data Management Specialist

Overview

We are seeking an experienced and detail-oriented Client Services & Data Management Specialist to join our team. This position plays an important role in managing client information, financial documents, and tax-related records while providing a high level of service and support to clients and internal professionals.

The ideal candidate is highly organized, technology-savvy, and comfortable working with confidential financial information. This role requires someone who can manage multiple priorities, maintain a high level of accuracy, and stay organized in a deadline-driven environment.

Responsibilities

• Collect, organize, review, and maintain confidential client financial information and tax documents.
• Upload and manage documents within secure client portals and document management systems.
• Ensure client records and data are accurate, complete, and properly maintained.
• Assist with new client onboarding and the collection of required documentation.
• Communicate directly with clients regarding missing information, documentation, and account-related needs.
• Serve as a liaison between clients and tax or accounting professionals.
• Maintain organized electronic files and databases in accordance with established procedures.
• Review information for accuracy and identify missing or inconsistent data.
• Assist with document tracking and follow-up to ensure information is received within required deadlines.
• Handle sensitive and confidential financial information with professionalism and discretion.
• Support internal team members with data management, document organization, and administrative tasks.
• Learn and effectively utilize new software, systems, and technology as needed.
• Manage multiple deadlines and priorities while maintaining accuracy and attention to detail.

Qualifications

• 5 years of relevant professional experience required.
• Experience in an accounting, tax, financial services, or law firm environment strongly preferred.
• Strong proficiency with Microsoft Office, including Word and Excel.
• Experience working with databases, document management systems, and electronic file management.
• Strong computer skills and the ability to quickly learn new software and technology.
• Excellent organizational and time-management skills.
• Strong attention to detail and accuracy.
• Professional and confident communication skills, both written and verbal.
• Ability to work with confidential and sensitive financial information.
• Ability to manage multiple tasks and competing priorities in a deadline-driven environment.
• Strong client service skills and a professional, helpful approach.

What We're Looking For

The successful candidate will be someone who takes ownership of their work, enjoys keeping information organized, and is comfortable working in a fast-paced professional environment. You should be confident working with technology and able to adapt quickly to new systems and processes.

Interested? Apply Now: https://www.jjstaff.com/apply-now/

For more information regarding this position or other opportunities contact J & J at:Horsham@jjstaff.com or (215) 773-9773

Why Join J & J?
J & J is a veteran founded and owned company honored by Forbes as one of the nation’s Best Professional Recruiting Firms.

Since 1972 J & J Staffing Resources has specialized in finding great jobs for great people. Every year we place thousands of candidates with thriving local companies. J & J works to put you in the best position to succeed. We provide access to top jobs, competitive compensation, and benefits. Stay on top of every opportunity - whenever you choose - even on the go. Download J & J’s Buzz app and get 1-tap apply, notifications of AI-matched jobs, and much more. Get Started at: www.JJStaff.com.

We Specialize in: Office, Skilled Industrial, Technical/IT, Healthcare, Legal, Accounting & Finance, Academic, Pharmaceutical, & Professional. Benefits: J & J offers weekly pay, Direct Deposit, Medical, Dental and Vision Benefits, Paid Time Off, and a Referral Bonus.

#INDHOR

Pay: From $56,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Work Location: In person

Salary : $56,000