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Client Reporting Specialist
2 months ago
About the Role
We are seeking a Client Reporting Specialist to join our team at OppenheimerFunds Distributor, Inc. This role will be responsible for maintaining the highest standards of client reporting for our institutional and retail clients.
Key Responsibilities
- 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.
- Work independently with minimal supervision while handling process queries.
- Provide training and support to new team members.
- Assist the lead in implementing development plans for new team members.
- Follow policies and procedures while working on reports, ensuring the highest standards of quality and timelines.
- Contribute to data testing for various items in new and ongoing GCCP projects.
Requirements
- 2-3 years of previous experience in the financial services industry, with good operations exposure.
- Understanding of the asset management industry and performance calculations is preferred.
What We Offer
- Competitive compensation.
- Flexible, hybrid work arrangement.
- 30 days' annual leave plus public holidays.
- Life insurance.
- Retirement planning.
- Group personal accident insurance.
- Medical insurance for employees and families.
- Annual health check-up.
- 26 weeks' maternity leave.
- Paternal leave.
- Adoption leave.
- Near-site childcare facility.
- Employee assistance program.
- Study support.
- Employee stock purchase plan.
- ESG commitments and goals.
- Business resource groups.
- Career development programs.
- Mentoring programs.
- Invesco Cares.
- Dress for your day.
