Client Reporting Specialist
1 month ago
LMA is seeking a skilled Client Reporting Specialist to join our team.
Key Responsibilities:
- Prepare and review periodic reports to ensure accuracy and quality.
- Coordinate data flow to meet reporting deadlines.
- Maintain records of SLAs, IMAs, and reporting guidelines.
- Build strong relationships with clients and address their queries promptly.
- Follow procedures and suggest improvements to enhance reporting processes.
- Keep the Team Manager informed about significant issues.
Requirements:
- Experience in financial services client reporting/administration.
- Strong portfolio investment knowledge and performance calculation skills.
- Proficiency in Excel and Microsoft Office, with Power Query/Power BI experience a plus.
- Excellent communication, analytical, problem-solving, and teamwork skills.
- Effective time management to meet deadlines.
About LMA:
LMA is a reputable company with Company Reg No.: D, License No.: 11C4684, and Reg No: R1435178.
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