Client Reporting Specialist Jobs in Jersey City NJ \ Accounting & Finance Job Recruiters

Jersey City, NJ 07311

Posted: 11/16/2023 Employment Type: Contract To Hire Job Category: Accounting & Finance Job Number: 582413 Is job remote?: No Country: United States

Job Description

Client Reporting Specialist
6-month contract
Location: Jersey City, NJ

$22-24/hr

Must Haves:

Bachelor's degree or equivalent work experience
Proficient with Excel

Preferred:

Excel (advanced)
VBA/macro development knowledge

Job Description/Summary:
This client is currently recruiting a 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

Responsibilities:

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 client 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 staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process and always double check the email address of the recruiter to ensure it’s from @planet-pro.com - and not a domain with an alternative extension like .net, .org or .jobs. Candidate safety is a top priority at Planet Professional.

Planet Professional and The Planet Group of Companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.

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