Senior Client Reporting Specialist

Corps Team

Minneapolis, MN
23 days ago

$36.44–$38.44 Per Hour

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Skills

Administrative Skillsunmatched
Adobe Creative Suiteunmatched
Adobe Illustratorunmatched
Adobe InDesignunmatched
Adobe Photoshopunmatched
Asset Managementunmatched
Automation Systemsunmatched
Best Practicesunmatched
Business Practicesunmatched
Cloud Computingunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Relationship Management (CRM) Systemsunmatched
Customer Retention/Renewalunmatched
Customer Service Operationsunmatched
Customer Support/Serviceunmatched
Data Processingunmatched
Data Qualityunmatched
Detail Orientedunmatched
Economicsunmatched
Establish Prioritiesunmatched
Financeunmatched
Financial Reportingunmatched
Financial Servicesunmatched
Investment Managementunmatched
Investment Strategyunmatched
Marketingunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Performance Analysisunmatched
Presentation/Verbal Skillsunmatched
Printingunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Project Evaluationunmatched
Project/Program Managementunmatched
Proofreadingunmatched
Quality Controlunmatched
Reporting Dashboardsunmatched
Reporting Skillsunmatched
Salesunmatched
Salesforce.comunmatched
Time Managementunmatched
Trend Analysisunmatched
Visual Communicationunmatched
Writing Skillsunmatched

Description

Our client, a large financial services company, is seeking an experienced Client Reporting Associate for a 2 month contract role in Minneapolis, MN. This role is fully onsite.

As the Client Reporting Associate, you will be a key member of the Client Service and Reporting Team providing the necessary support to achieve all aspects related to client service excellence. Your role is highly focused on the execution of client reporting, produced timely and accurately and assists in materials production. The Client Reporting Associate supports members of the client engagement team and reports to the Senior Client Reporting Specialist.

Responsibilities:

Responsible for reporting and client engagement team support with a high level of verbal and written communication skills and high attention to detail and accuracy
Stay current with knowledge of automation systems and processes, performance reporting trends, technologies and best practices
Explore new approaches to increase efficiency and improve processes without sacrificing quality
Prepare ad hoc reports and assist in the completion of reporting projects, as assigned
Assist in task management regarding projects requiring participation by multiple people
Assist in preparation and execution of monthly client reporting requirements with attention to accuracy and timeliness
Prepare and execute quarterly client reporting decks, factsheets and versions/variations with consistency, creativity, accuracy and expediency
Work with parent company and partners on other branded versions of all decks/materials
Provide proofreading support and data quality control during quarter-end update cycles and as requested
Support record retention of all client communications and marketing materials according to business practice
Ensure all materials adhere to established design and data integrity standards
Prepare meeting materials including customization, printing, binding and shipping
Provide administrative support to client engagement team and act as backup for client requests and inquiries
Solicit or procure background data for questionnaires and other client reporting from portfolio accounting systems and external databases
Develop expertise in Winslow Capitals strategies and their investment vehicles as well as data and the process for accessing data from various providers throughout the Firm
Build strong internal working relationships and communicate regularly about projects within Client Service and Marketing, Portfolio Administration and Compliance, as well as various departments within parent company when necessary
Maintain, update and produce contact lists for internal audiences from CRM system
Prepare reports and dashboards via CRM system
Assist in marketing and client service-related projects involving CRM analysis

Qualifications:
Required

Bachelors degree from an accredited four-year university or college preferred, or equivalent work experience
Minimum six months to two years of experience in client service, operations, sales or portfolio management support

Desired

Experience in business-related disciplines such as marketing, finance or economics is preferred
Experience in a similar capacity within a leading asset management organization and/or investment industry is preferred
Strong attention to detail and problem-solving skills
Strong oral, written and visual communication skills
Self-starter that can work both independently and collaboratively with teams
Ability to prioritize and manage multiple projects independently and simultaneously, meet deadlines and adapt to changing priorities and timelines
Understanding of analytics and markets/economy is preferred
Proficiency in Adobe Creative Suite (InDesign, Photoshop, Illustrator, Creative Cloud), Microsoft Office (Word, Excel, PowerPoint, Outlook) and other collaboration sites.
CRM system software knowledge a plus (Salesforce)

Pay rate $36.44 - $38.44 per hour

Numbers & Facts

Location	Minneapolis, MN
Salary	$36.44–$38.44 Per Hour

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