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.