Client Reporting Associate
2 months ago
Now is a great time to join our growing company The Millennium Group (TMG) is an award winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and institutions of higher education. TMG is looking for highly motivated, enthusiastic team players interested in a career rather than just a job. With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely contribute to our 30+ years of success in the industry.
The Client Reporting Associate is responsible for a full range of activities that ensure the operational effectiveness and excellence of assigned TMG operations.
We are seeking a tech savvy, creative personality, who is able to create well detailed, vibrant reports for our clients and operations teams. This is a unique opportunity to collaborate with our operations teams.
Our Client Reporting Associate responsibilities include, but are not limited to:
- Use of Excel to design data management and reporting tools and assist with initiatives that automate reporting;
- Provide support to Operations to create and revise account monthly/quarterly reports and Assist Operations with quarterly/annual business reviews utilizing MS Power Point and Excel.
- Create PowerPoint presentations for special projects within the operation; and attention-grabbing graphics.
- Maintain quality control, ensuring on-time delivery and report accuracy by the management team
- Collaborate with the Management team on new and existing client reporting requirements and requests; Develop a comprehensive knowledge of client data, portfolios and client reporting
- Design and document work flows under the direction of Operations Management
- Independently produce client and portfolio reporting using MS Excel and PowerPoint; Every client is different
- Assist the management team on troubleshooting any data reporting errors.
- Source and manipulate data from different sources to provide analysis needed for portfolio and client reporting.
- Assist in assigning monthly training for all TMG Associates through corporate VLC and tracking monthly completions
- Create/distribute client surveys; monitor and compile results
- Other projects, as assigned
Requirements:
- Experience in gathering, organizing and reporting various types of information and data;
- Client service experience preferred with acute attention to detail;
- Problem-solving skills and demonstrated ability to take initiative;
- Minimum of 1 to 3 years' experience working within gathering data
- Expertise in MS Excel and PowerPoint is required, with advanced Excel skills (VLOOKUP, pivot tables, charts, graphs, conditional formatting, and slicers). You will be tested on your excel skill.
- Bachelor's Degree preferred, or High School diploma
- Adept at operating in high-volume, deadline-driven environments and thrive in a corporate/professional and rapidly evolving atmosphere.
Job Posted by ApplicantPro
We have other current jobs related to this field that you can find below
-
Client Reporting Associate
2 months ago
Red Bank, United States The Millennium Group Full timeNow is a great time to join our growing company! The Millennium Group (TMG) is an award winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and institutions of higher education. TMG is looking for highly motivated,...
-
Client Reporting Associate
1 week ago
Red Bank, United States The Millennium Group Full timeNow is a great time to join our growing company! The Millennium Group (TMG) is an award winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and institutions of higher education. TMG is looking for highly motivated,...
-
Wealth Management Client Associate
2 months ago
Red Bank, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Wealth Management Client Associate
3 weeks ago
Red Bank, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Wealth Advisor Associate
1 month ago
Red Bank, United States Mission Wealth Full timeJob DescriptionJob DescriptionAs a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team in Redbank, New Jersey! If you are ready to elevate your career in a leading wealth...
-
Wealth Advisor Associate
2 weeks ago
Red Bank, United States Mission Wealth Full timeJob Description Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team in Redbank, New Jersey! If you are ready to elevate your career in a leading...
-
Wealth Advisor Associate
2 months ago
Red Bank, United States Mission Wealth Full timeJob DescriptionJob DescriptionAs a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team in Redbank, New Jersey! If you are ready to elevate your career in a leading wealth...
-
Commercial Litigation Associate Attorney
2 months ago
Red Bank, United States Gpac Full timeExciting Opportunity: Commercial Litigation Associate in Columbia, South CarolinaAre you a skilled litigation attorney looking to join a vibrant practice in Columbia, South Carolina? This is your chance to join a dynamic team, handling sophisticated litigation matters.Why Join Us?You will be part of a highly experienced legal team with extensive experience...
-
Retail Sales Associate
2 months ago
Red Bank, United States Movado Group Full timeAt Movado Group, we are committed to building the strongest brands in the industry - and we are passionate about what we do. Our people are fueled by a creative spirit and a drive for excellence that are reflected in every aspect of our business. We offer the watch industry a compelling strategic vision and track record of sustained growth - and we offer our...
-
Retail Sales Associate
2 months ago
Red Bank, United States Le Creuset Group Full time** Retail Sales Associate** **Job Category****:** Retail Sales Force **Requisition Number****:** RETAI002725 Showing 1 location **Job Details** **Description** POSITION Sales Associate WHO WE ARE More than just cookware, Le Creuset has been a colorful companion to meals and memories around the world since 1925. Respect for tradition and authenticity have...
-
Seasonal Sales Associate
1 week ago
Red Bank, United States Tapestry Full timeSince its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold, and optimistic. Today, it is a global lifestyle brand that designs extraordinary things for the everyday, delivering seasonal collections of handbags, ready-to-wear, jewelry, footwear, home décor, and more. Known for its rich heritage...
-
FP&A Senior Associate
1 day ago
Red Bank, United States Axis Services Full timeThis is your opportunity to join AXIS Capital a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of AXIS,...
-
Seasonal Sales Associate
2 weeks ago
Red Bank, United States Tapestry Full timeSince its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold, and optimistic. Today, it is a global lifestyle brand that designs extraordinary things for the everyday, delivering seasonal collections of handbags, ready-to-wear, jewelry, footwear, home dcor, and more. Known for its rich heritage and...
-
Full Time Front Desk Associate
3 months ago
Red Bank, United States Immcare Full timeFull Time Front Desk Associate - Red Bank, NJ Description **Position**: Front Desk Associate **Reports to**: Office Manager **Summary**: The Front Desk Associate greets patients, updates insurance information in the system, verifies and analyzes health insurance benefits, explains payment policies, answers phones, and other administrative tasks. **SIGN ON...
-
Red Bank, United States Jencap Full timeJob DescriptionJob DescriptionWhy Jencap? We are one of the largest wholesale insurance intermediaries in the United States with expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our collaborative and driven team of people. Our teams are empowered and work together to find...
-
Full Time Front Desk Associate
7 days ago
Red Bank, United States Immcare Full timeDescription Position : Front Desk Associate Reports to : Office Manager Summary : The Front Desk Associate greets patients, updates insurance information in the system, verifies and analyzes health insurance benefits, explains payment policies, answers phones, and performs other administrative tasks. Job Duties and Responsibilities: Greet, register,...
-
Office Supervisor
2 months ago
Red Bank, United States Liberty Tax Service Full timeOffice Supervisor Red Bank, TN Liberty Tax Service Position Title: Office Supervisor Department: USST-Company Stores Status: Seasonal Reports to: District Manager of Company Stores FLSA Status: Non-exempt. Position Purpose Office Supervisors are responsible for overseeing daily operations of a specific retail tax...
-
Catering To You Associate- Per Diem- Day
2 months ago
Red Bank, United States Hackensack Meridian Health Full timeOverview: Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. Its also about how we support one...
-
Associate Financial Advisor
2 weeks ago
Red Bank, United States Shah Financial Full timeShah Financial is reimagining the financial planning industry today for tomorrow. The firm is constantly recognized on Forbes as a top 50 financial security firms in the state of New Jersey and we know that our success depends on giving our talent a platform to grow, explore, and flourish. We are financial advisors, creatives, analysts, strategists, and...
-
Associate Financial Advisor
3 weeks ago
Red Bank, United States Shah Financial Full timeShah Financial is reimagining the financial planning industry today for tomorrow. The firm is constantly recognized on Forbes as a top 50 financial security firms in the state of New Jersey and we know that our success depends on giving our talent a platform to grow, explore, and flourish. We are financial advisors, creatives, analysts, strategists, and...