Junior Client Reporting Specialist

4 weeks ago

Jersey City, United States Whitridge Associates Full time

We are currently recruiting for a Junior Client Reporting Specialist to join our Reporting Hub. In this role, you will ensure that all client deliverables are performed timely and accurately across daily, monthly, quarterly, semi-annual, and annual timelines. Additionally, you will handle client inquiries, resolve them within standard turnaround times, and serve as a point of escalation for complex client issues. This position is for a 6-month contract with the potential for extension and temp-to-perm opportunities, based on performance and business needs.

Work Schedule: A hybrid schedule is required, involving office presence around 2 to 3 times a week.

Work Hours: 40 hours per week (9 AM to 5 PM or 10 AM to 6 PM)



Key responsibilities include:

  • Meeting all client deliverables by established procedures and controls.
  • Researching and resolving client inquiries according to procedures and controls.
  • Ensuring timely and accurate responses to both internal and external clients.
  • Working closely with clients, Client Service teams, Funds Transfer, Fund Accounting, and Transfer Agents to foster strong working relationships.
  • Promptly escalating sensitive or risk-related issues to management.
  • Ensuring daily deliverables are completed on time and with accuracy.
  • Assisting in the onboarding of new business, product implementations, and conversions.
  • Performing special projects as directed by the Client Reporting Seniors & Supervisor.
  • Identifying workflow improvements to enhance quality and efficiency.
  • Utilizing organizational systems and tools to maximize productivity.


  • Qualifications:
  • BA/BS degree, and strong internships where Excel was used heavily.
  • 1+ year of work experience.
  • Advanced knowledge of Excel is preferred; VBA/macro development knowledge is highly appreciated.
  • Highly organized, detail-oriented, and self-motivated.
  • Proven ability to problem-solve and recommend solutions.
  • Strong attention to detail with a high level of accuracy.
  • Capable of managing and completing multiple projects simultaneously.
  • Willingness and ability to work in a client-driven, deadline-oriented environment.

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