Reporting & Distribution Services, Client Experience, Analyst

Reporting & Distribution Services, Client Experience, Analyst: Deliver a superior client experience via front-line client service to clients and related third parties, including understanding clients reporting needs, fielding and responding to client queries and the creation of accurate and meaningful reports.

Requirements

• Post graduate degree in business, finance, accounting, economics, or related field with at least 1-3 years of experience
• Keen interest in investment products and a preference of 1-4 years of financial services experience
• Outstanding client service skills, maturity and judgment in dealing directly with clientele
• Exceptional written and verbal communication skills
• Excellent attention to detail, extremely accurate and well organized
• Strong analytical and problem-solving skills with the ability to synthesize information, summarize issues and think outside the box
• Sharp control/risk mitigation mentality with ability to know when to escalate issues
• Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management

Benefits

• Strong retirement plan
• Tuition reimbursement
• Comprehensive healthcare
• Support for working parents
• Flexible Time Off (FTO)