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Client Reporting Specialist

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
Jersey City, NJ


Must Haves:
  • Bachelor's degree or equivalent work experience
  • Proficient with Excel
  • 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

  • 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.

  • 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.
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