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Intermediate Representative, Client Reporting/Performance
3 months ago
- SAssists in collecting client portfolio performance data and may assist in the creation of reports using the collected data.
Produces more complicated data sets for examination by Client Reporting and Performance staffAnalyzes client portfolio performance data, identifies patterns.
Ensures client issues are answered to directed to the proper point of escalation.
Provides solutions to problems in atypical or infrequently occurring situations based on practice and existing precedents or procedures. No direct reports. Provides guidance to less experienced Client Reporting and Performance support staff, as needed.
Responsible for the quality and completion of own school/secondary school or the equivalent combination of education and experience is required.
Bachelors degree years of total work experience preferred. Experience in financial services preferred.