Associate with End Client Reporting - London - Dianaduggan

    Dianaduggan
    Dianaduggan London

    4 days ago

    Description

    Associate with End Client Reporting. Top Tier Bank/ Asset Management.

    Role: Associate (End Client Reporting)
    Rate: £250 - £400
    Payment Framework: Employment Company (inside IR35)
    Contract Start Date: June 2025
    Current End Date: June 2027
    Location: Central London, office based, on-site Monday to Friday

    Role Responsibilities:

    • Produce reports (for example performance, holdings, transactions) to clients.
    • Ensure data integrity.
    • Assist in actively managing the client reporting onboarding.
    • Liaise with clients and other departments to support with Asset funds.
    • Analyze data to identify trends and potential issues.
    • Respond to client queries and requests.
    • Act as a point of contact for client reporting matters.
    • Identify opportunities to improve reporting processes.
    • Ensure compliance with regulatory guidelines and industry standards.
    • Ensure client details are accurate and up to date.
    • Interact and communicate with stakeholders, clients, and internal departments such as client service and operations teams, sales, and IT.

    Requirements:

    • Previous experience working within client reporting.
    • Asset Management knowledge/experience.
    • Good communication skills both written and verbal.
    #J-18808-Ljbffr

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