Client Data Solutions Sr. Associate - Remote

Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
This role combines client-facing engagement, data transformation (SQL/ETL logic), project management, and cross‑functional coordination across internal teams to meet client needs and regulatory requirements.
Responsibilities:
Client Engagement: • Serve as primary contact for assigned client(s). • Gather client requirements and workflow needs. • Monitor processes across different teams and platforms. • Update clients on job status, issues, and resolution. • Present product offerings to clients as appropriate.
Data Transformation & Quality Control: • Translate client requirements into workflow instructions, mapping rules, and transformation logic. • Create, review, validate, test, and troubleshoot data files using SQL/ETL logic.
Project Management/Delivery: • Coordinate with internal teams to uncover issues, determine root cause, and execute resolution. • Manage and coordinate new client projects. • Maintain a positive client experience throughout each delivery cycle. • Develop or enhance documentation of functional requirements. • Identify and contribute to improvements for recurring data workflows.• Ensure adherence to client and regulatory deadlines.
Other: • Perform other duties as assigned.
Qualifications:
• 3+ years of experience in customer-facing roles such as strategic account management, professional services, project management, or post‑sales support, with a proven track record of client advocacy in complex B2B environments.• Experience in writing SQL queries and ETL logic. • Strong analytical, problem‑solving, organizational, and communication skills. • Ability to manage multiple clients, priorities, and deadlines independently. • Proven ability to navigate complexity and change in processes and systems while remaining focused on client experience.• B.S./B.A. preferred; equivalent experience in lieu of degree will be accepted.
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