Client Reporting Specialist
The Client Reporting Specialist is responsible for collecting, analyzing, and preparing reports for both clients and internal teams. Data Oversight: Collect, verify, and maintain the accuracy of client data.
Report Generation: Produce and distribute reports detailing client portfolios, performance, and other pertinent information.
Data Analysis: Examine data to pinpoint trends, identify opportunities, and assess potential risks.
Issue Resolution: Detect and rectify data discrepancies or errors.
Regulatory Adherence: Ensure compliance with all relevant regulatory requirements and internal guidelines for client reporting.
client service, operations) to guarantee accurate and timely reporting.
Proficiency with data analysis and reporting software (e.g., spreadsheets, database query languages).