Data Services Associate (On-Site)

Brief Description

Moore is a data-driven constituent experience management (CXM) company achieving accelerated growth for clients through integrated supporter experiences across all platforms, channels and devices. We are an innovation-led company that is the largest data, media, and marketing company in North America serving the purpose-driven industry with clients across education, association, political and commercial sectors.

Job Summary: The Data Services Associate plays a critical role in ensuring the accuracy, timeliness, and quality of client deliverables across multiple operational functions, including verification, ICL processing, and reporting. While each team member may have a primary focus area, all associates will be cross-trained to assist in other areas as needed to support workload fluctuations, maintain service levels, and foster a flexible, collaborative team environment. This position works closely with Account Managers, Operations personnel, and IT/Data Services leadership to ensure processes run smoothly and client expectations are met.

Supervisory Responsibilities:

• None
  
  
  

Duties/Responsibilities:

• Verification & Balancing:

• Verify ICL releases and ensure all balances are correct before deposits and reports are sent to banks and clients.
  
  

• Audit checks for accuracy and reporting compliance.
  
  

• Print and deliver cash checks for processing and balancing.
• ICL Processing & File Management:
  
  

• Coordinate with Production on batch release schedules.
  
  

• Assist with batch balancing, releasing approved batches, and sending files to the appropriate financial institutions.
  
  

• Send other client-required files as needed.
• Reporting & Data Integrity:
  
  

• Generate and deliver daily, weekly, monthly, and special reports according to client-specific requirements.
  
  

• Perform CRM balancing and investigate discrepancies (e.g., dropped records), ensuring corrections are processed accurately.
  
  

• Work with multiple systems (AS400, CRM, Aegis Export, SharePoint) and follow client-specific processes.
• Cross-Functional Support:
  
  

• Assist in scanline approvals as needed.
  
  

• Provide backup coverage for other team members’ duties during peak workloads, absences, or special projects.
• General Responsibilities:
  
  

• Communicate effectively with internal teams and clients to resolve issues and provide exceptional service.
  
  

• Perform other duties as assigned.
  
  
  

Requirements

Physical & Scheduling Requirements:

• Ability to work overtime, including Saturdays, during periods of mail fluctuations or peak workload.
• Ability to be present and available at the scheduled times and locations as outlined in the work schedule.
• Ability to maneuver between departments (100–600 feet) approximately 20% of the time.
• Ability to remain at a desk or workstation for up to 80% of the time.
• Ability to lift up to 10 lbs.
  
  
  

Required Skills/Abilities:

• Strong organizational skills and attention to detail.
• Ability to multitask, prioritize, and adapt to changing needs.
• Dependability and ability to work under pressure.
• Strong problem-solving skills and willingness to take initiative.
• Effective verbal and written communication skills.
• Professional phone and email etiquette.
• Proficiency with Microsoft Office; experience with reporting tools preferred.
• Customer service mindset and desire to work as a collaborative team player.
  
  
  

Education and Experience:

• Proven work experience in reporting, auditing, ICL processing, IT operations, or related fields.
• Hands-on experience with data systems, file transfers, and reporting processes.
• Experience with AS400, Unibase, Formware, ItemAge Classic, Item Age Express, CRM and/or other client/data systems is a plus.
  
  
  

Summary

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.