Client Reporting Specialist
Job ID: BH388258
Category: Accounting and Finance
Specialty: Accounting & Finance
- This company 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.• Efficiently utilize company systems and tools/cash products to maximize productivity.
- 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.
The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.