Client Reporting Associate (Client Services) (225-804)

The Client Reporting Associate in Client Services plays a pivotal role in enhancing the client experience through effective communication and precise reporting. This position is designed for those who have a keen eye for detail and a strong understanding of financial data analysis. The ideal candidate will work closely with clients to gather report requirements, ensure all data is accurate, and provide insights that support client decision-making. This role requires a balance of technical skill in data manipulation and interpersonal skill to manage client expectations effectively. With an environment focused on client satisfaction and continuous improvement, the Client Reporting Associate is a vital part of a larger team committed to maintaining the highest standards of client service.

Responsibilities

• Collect and analyze client-related data to produce accurate reports.
• Collaborate with account managers to identify client reporting needs and requirements.
• Prepare timely and detailed client reports, ensuring all information is valid and clear.
• Review reports for accuracy and completeness before distribution to clients.
• Maintain open lines of communication with clients to clarify report details.
• Assist in the development and improvement of reporting processes and tools.
• Manage the secure and efficient storage of client report data and ensure confidentiality.
• Provide insights and recommendations based on the analysis of client data.
• Handle client inquiries and resolve issues regarding report content and data findings.
• Train and assist junior staff in understanding and developing client reports.
• Support projects aimed at enhancing reporting systems and client satisfaction.
• Monitor industry trends to ensure services are competitive and comprehensive.

Requirements

• Bachelor’s degree in Finance, Business Administration, or related field.
• Proven experience in client reporting or a similar client services role.
• Strong proficiency in Microsoft Excel and data analysis tools required.
• Exceptional communication and interpersonal skills to engage with clients effectively.
• Experience working with CRM systems and business intelligence software.
• Ability to work independently and manage multiple priorities concurrently.
• Strong analytical mind with attention to detail and problem-solving skills.
• Excellent time management skills and ability to meet strict deadlines.
• Familiarity with financial markets and industry regulations preferred.
• Demonstrated ability to work collaboratively in a team-oriented environment.