Client Reporting Associate (Client Services) (225-624)

As a Client Reporting Associate in our Client Services team, you will play a crucial role in managing and enhancing our client reporting processes. Your main task will involve preparing accurate and insightful reports that meet the specific needs of our clients, ensuring that all data is presented in a clear, concise, and professional manner. This role requires strong analytical skills, attention to detail, and excellent communication abilities. You will work closely with various departments, including Finance, IT, and Sales, to gather necessary information and ensure reports are updated and distributed in a timely manner. If you are a detail-oriented individual with a passion for providing high-quality client service and enjoy working in a dynamic environment, this could be the perfect opportunity for you.

Responsibilities

• Prepare and deliver timely and accurate client reports according to set schedules.
• Coordinate with internal teams to extract and compile necessary data for reports.
• Analyze data to ensure accuracy before including it in client reports.
• Respond to client inquiries related to their reports promptly and professionally.
• Continuously seek to improve reporting processes and templates for efficiency.
• Ensure compliance with organizational and industry standards in all reporting activities.
• Maintain organized records of client communications and report submissions.
• Provide insights and recommendations based on report findings to enhance client service.
• Collaborate with IT for any system updates or changes that affect reporting tools.
• Train and support junior members of the team in reporting duties and best practices.
• Stay updated on industry trends and integrate new reporting methods where applicable.
• Facilitate regular meetings with clients to discuss report insights and deliver feedback.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field is required.
• Minimum of 2 years experience in client reporting or a similar role is preferred.
• Strong proficiency in Excel and data visualization tools like Tableau or Power BI.
• Excellent analytical and problem-solving skills are essential for success in this role.
• Exceptional attention to detail to ensure accuracy in all reports created.
• Effective communication skills, with the ability to convey complex data clearly.
• Ability to manage multiple tasks and prioritize workloads in a fast-paced environment.