Client Reporting Specialist
3 weeks ago
Client Reporting Specialist
Work Hours: 40 hours (9 AM to 5 PM/10 AM to 6 PM)
This is a 6-month contract
Hybrid
Client is currently recruiting Junior Client Reporting Specialist to join our Service Delivery Reporting Hub. In this role you will ensure that the client's daily/monthly/quarterly/semi-annually/annually deliverables are performed timely and accurately, client inquiries are resolved within standard turnaround times, and serves as a point of escalation for complex client issues.
Some of your key responsibilities include:
• Meet all client deliverables in accordance with procedures and controls.
• Research and resolve all client inquiries in accordance with procedures and controls.
• Ensure timely and accurate responses to internal and external clients.
• Work closely with the client, Client Service teams, Funds Transfer, Fund Accounting and Transfer Agents to foster strong working relationships.
• Promptly escalate sensitive/risk issues to management.
• Ensure daily deliverables are completed timely and accurately.
• Assist in the on-boarding of new business and product implementations and conversions
• Perform special projects as directed by the Client Reporting Seniors & Supervisor.
• Enhance quality and efficiency by identifying workflow improvements.
Qualifications:
• BA/BS degree, and/or equivalent work experience
• Advanced knowledge in Excel preferred, and VBA/macro development knowledge highly appreciated.
• Highly organized, detail oriented, self-motivated.
• Proven ability to problem-solve and recommend solutions.
• Strong aptitude for accuracy and attention to details
• Capable of monitoring and completing a variety of projects simultaneously.
• Willingness and ability to work in a client-driven, deadline- oriented environment.
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