Analysis Skills, Business Services, Communication Skills, Continuous Improvement, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Data Management, Database Administration, Detail Oriented, Distribution Channel, Establish Priorities, High Net Worth, Metrics, Onboarding, Problem Solving Skills, Process Improvement, Quality Control, Quality Management, Relationship Management, Reporting Skills, Resolve Customer Issues, Sales Management
Job Title: Senior Client Reporting Specialist
Location: Minneapolis, MN 55402 (On-Site)
Duration: 3 Months+ (Possible Extension)
Job Description:
The Senior Client Reporting Specialist partners with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the company's products. Under general supervision, the role frequently communicates with clients and focuses on onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.
Key Responsibilities and Duties- Manages inbound/outbound client communication (emails and phone calls) via the customer relationship management system.
- Works with internal business partners to gather and personalize documents for client onboarding.
- Helps with the preparation of reports and other materials for client meetings and attend meetings as needed.
- Generates a large volume of custom quarterly reports to clients, consultants and service providers.
- Provides quality control for client reports and requests to ensure accuracy and completeness.
- Completes due diligence and client questionnaires.
- Provides database maintenance and compilation of business metrics.
- Investigates and addresses client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager.
- Serves as point of escalation for complex issues involving client experience.
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Related Skills
Accountability, Analytical Skills, Business Process Improvement, Collaboration, Continuous Improvement Mindset, Data Management, Detail-Oriented, Prioritizes Effectively, Problem Solving, Quality Management, Resourcefulnesse
eTeam Inc.
Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.