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.