Client Reporting Specialist
6 days ago
Your Role
To maintain the highest standards of Client Reporting for Our Clients by being responsible for the administration of a defined portfolio
You Will Be Responsible For:
- Coordinate data from various applications and teams to prepare accurate Daily, Weekly, Monthly, and Quarterly Reports for clients within specified deadlines.
- Assist in addressing client queries promptly and effectively within the stipulated time frame.
- Proficient in working with minimal supervision while handling process queries.
- Provides training and support to new team members.
- Assists the Lead in implementing development plans for new team members
- Strictly follows policies and procedures while working on reports, ensuring the highest standards of Quality and Timelines.
- Contribute in data testing for various items in new and ongoing GCCP projects.
- Assist Seniors with issues pertaining to items Process.
- Assist other Client Reporting teams with on heavy production periods.
- Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of.
Work Experience / Knowledge:
- 1-3 yrs. of previous experience in financial services industry, with good operations exposure
- Understanding of Asset Management Industry and understanding of performance calculations is preferred.
Skills / Other Personal Attributes Required:
- Team Player
- Excellent communication skills
- Eye for detail and accuracy
- Flexibility and adaptability
- Able to work independently and drive initiatives individually whenever require.
Academic requirements
MBA Or any professional qualification with finance as the major
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