Client Reporting Associate (Client Services) (225-915)

The Client Reporting Associate in Client Services plays a crucial role in assisting clients by providing comprehensive and accurate reporting. This position ensures that client requirements are met and expectations are exceeded by delivering tailored client insights and valuable data analysis. The role requires close collaboration with various departments within the organization to gather, verify, and compile data into client-friendly report formats. The ideal candidate will have a strong analytical mindset, excellent communication skills, and the ability to work independently within a fast-paced environment. With a dedication to client satisfaction, the Client Reporting Associate helps build strong, long-lasting relationships by consistently delivering high-quality service and reports that help clients make informed decisions.

Responsibilities

• Prepare and compile comprehensive client reports with consistent accuracy and attention to detail.
• Collaborate with internal teams to gather and verify data required for client reporting.
• Analyze client data to identify trends and insights to support business decisions.
• Maintain and update reporting tools and templates for efficient report generation.
• Assist in developing new reporting formats to meet evolving client needs.
• Ensure timely delivery of reports to clients in line with agreed Service Level Agreements (SLAs).
• Respond to client queries regarding report content and provide clarification when needed.
• Monitor report delivery schedules and proactively communicate any delays or issues to clients.
• Support the Client Services Manager in client meetings with data-driven insights and analytics.
• Document and maintain systems for client communication history and reporting preferences.
• Participate in team meetings and contribute ideas for improving client reporting services.
• Keep updated with industry trends and best practices in client reporting and data analytics.

Requirements

• Bachelor’s degree in Business, Finance, IT, or a related field preferred.
• Proven experience in client reporting, data analysis, or a similar role is advantageous.
• Exceptional analytical skills with the ability to interpret complex data sets effectively.
• Strong proficiency with reporting software and tools such as Microsoft Excel or Tableau.
• Excellent communication skills, both written and verbal, for client interaction.
• Strong organizational skills and attention to detail are essential for success in this role.
• Ability to manage multiple tasks simultaneously and meet tight deadlines consistently.