The Planet Group
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Client Reporting Specialist
6-month contract
Location: Jersey City, NJ
$22-24/hr
Must Haves:
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:
Qualifications:
Client Reporting Specialist
1150 Plaza Five Jersey City, NJ 07311 Jersey City, NJ 07311 US
Posted: 11/16/2023
2023-11-16
2024-01-04
Employment Type:
Contract To Hire
Job Category: Accounting & Finance
Job Number: 582413
Country: United States
Is job remote?: No
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
- 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.
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Ready to take the next step in your career? Explore our job opportunities in and around Jersey City, New Jersey, where the vibrant cityscape meets the calming waters of the Hudson River. This dynamic area offers a perfect blend of urban living and green spaces, with easy access to New York City just a short ride away. Imagine working in the shadow of the iconic Statue of Liberty, enjoying diverse cuisine from food trucks to Michelin-starred restaurants, or catching a show at the historic Loew's Jersey Theatre. Jersey City boasts an impressive art scene, lively nightlife, and plenty of outdoor recreational options at Liberty State Park. Join us in this culturally rich and fast-growing region, and make your career dreams a reality!