Reference Data Specialist

Make your mark in a high-impact operations team where your accuracy, ownership, and curiosity build trusted client data and create career mobility.

As a Client Data Management Specialist within Commercial and Investment Banking Operations, you deliver accurate, on-time client data maintenance supported by thorough quality checks and timely query resolution. As a Client Data Management Specialist within Commercial and Investment Banking Operations, you help improve team objectives and enable consistent delivery through disciplined, standard processes. As a Client Data Management Specialist within Commercial and Investment Banking Operations, you apply structured analysis to interpret inputs from multiple sources and meet service level commitments.

Job Responsibilities:

- Execute end-to-end data maintenance activities with high accuracy and timeliness.
- Interpret task job aids and seek clarification to ensure correct execution.
- Validate completed work through efficient quality checks before stakeholder submission.
- Resolve queries and deliver outcomes within tight deadlines.
- Standardize operational processes across daily activities to support consistent execution.
- Follow detailed instructions with strong attention to detail and curiosity when reviewing information.
- Escalate issues proactively and solve problems using structured analysis.
- Synthesize information from multiple sources and determine relevancy to each request.
- Comply with service level agreements while handling time-sensitive, numbers-driven deliverables.
- Own individual deliverables while working independently with strong accountability.
- Collaborate effectively within the team to support evolving business needs with flexibility.

Required qualifications, skills, and capabilities:

- Hold a bachelor’s degree and bring 3+ years of overall work experience, including 2+ years in a similar role.
- Demonstrate excellent comprehension and observation skills.
- Apply logical and analytical skills to day-to-day operational tasks.
- Evaluate information from multiple sources and determine relevancy to the request.
- Produce accurate outputs with strong attention to detail.
- Meet deadlines consistently in a high-volume environment.
- Follow service level agreements and operational controls consistently.
- Exercise sound judgment and creative problem-solving when resolving issues.
- Work independently with self-motivation and ownership.
- Adapt to changing requirements and remain flexible in a team environment.
- Show a curious, energetic, and proactive approach focused on opportunities arising from situations.

Preferred qualifications, skills, and capabilities:

- Exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.