4 Client Reporting Associate Jobs near me
The Rockridge Group is Hiring a Client Reporting Associate Near New York, NY
Job Description
- Independently produce global standard and custom client reports.
- Collaborate with Client Service teams on new and existing client reporting requirements and requests.
- Maintain quality control, ensuring on-time delivery and report accuracy.
- Coordinate information and data flow into and out of the report production process.
- Utilize Excel skills to assist in solving complex problems, as well as review and enhance current Excel workflow and functions.
- Advanced Excel skills (Macros, Advanced Formulae, Functions, Conditional Formatting)
- Strong problem-solving and analytical skills including a demonstrated ability to analyze and manage large sets of interconnected data and information.
- Experience with large data sets and database relationships.
- Attention to detail resulting in the production of consistent and quality work products.
- Advanced time management skills resulting in the effective delivery of information for ad-hoc requests while continuing to perform day-to-day operational responsibility at the highest level.
- Bachelor’s degree with a minimum of 1 to 2 years of work experience. Experience in investment management or financial services environment preferred.
- Adept at operating in high-volume, deadline-driven environments and thrive in an entrepreneurial and rapidly evolving atmosphere.
- Problem-solving skills and demonstrated ability to take initiative.
Job Summary
Full Time
$62k-80k (estimate)
06/24/2024
07/11/2024
therockridgegroup.com
FRANKLIN, TN
<25
2016
GREG DONNER
<$5M
Business Services
Related Companies
About The Rockridge Group
TRG is a privately held Limited Liability Company committed to connecting businesses with job seekers. We deliver high quality contingent personnel to our clients using our 3-step collaborative engagement model: Collaborate. We partner with you to understand the unique needs of your business before we propose a solution. Strategize. Based on your goals and staffing challenges, we develop high impact solutions designed for your industry. Engage. We work with your team before, during, and after every engagement to deliver 100% satisfaction. With over ten (10) years experience in the resource sol ...
utions sector, principals Greg Donner and Ronald Lom leverage the power of strategic partnership to create a powerful staffing model that improves your quality of hire. Lets fill your staffing needs together.
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The following is the career advancement route for Client Reporting Associate positions, which can be used as a reference in future career path planning. As a Client Reporting Associate, it can be promoted into senior positions as an Administrative Assistant IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Reporting Associate. You can explore the career advancement for a Client Reporting Associate below and select your interested title to get hiring information.
