Client Reporting Specialist (Interim)

JR United Kingdom; Slough; On-site; GBP 30,000 - 42,000; Full time

Job summary

A leading company in the financial sector is seeking a Client Reporting Specialist in Slough to deliver precise reports on client holdings and investment outcomes. This interim position involves data oversight, report generation, and direct client engagement, making strong analytical and communication skills essential.

Qualifications

• Proficiency with data analysis and reporting software (e.g., spreadsheets, database query languages).
• Understanding of investment management fundamentals.

Responsibilities

• Collect, verify, and maintain the accuracy of client data.
• Produce and distribute reports detailing client portfolios and performance.
• Communicate directly with clients to answer questions and resolve reporting issues.
• Ensure compliance with all relevant regulatory requirements.

Skills

Analytical capabilities

Communication

Interpersonal abilities

Attention to detail

Tools

Data analysis software

Job description

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Client Reporting Specialist (Interim), slough

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Client:

Broadgate

Location:

slough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

6

Posted:

26.06.2025

Expiry Date:

10.08.2025

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Job Description:

Client Reporting Specialist

This role focuses on delivering precise and prompt reports concerning client holdings and investment outcomes. The Client Reporting Specialist is responsible for collecting, analyzing, and preparing reports for both clients and internal teams. The position also involves direct client interaction and resolving reporting-related inquiries.

Key Responsibilities:

• 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.
• Client Engagement: Communicate directly with clients to answer questions, clarify information, and resolve reporting issues.
• Issue Resolution: Detect and rectify data discrepancies or errors.
• Regulatory Adherence: Ensure compliance with all relevant regulatory requirements and internal guidelines for client reporting.
• Cross-functional Collaboration: Partner with other departments (e.g., client service, operations) to guarantee accurate and timely reporting.

Typical Skills and Qualifications:

• Robust analytical capabilities.
• Proficiency with data analysis and reporting software (e.g., spreadsheets, database query languages).
• Exceptional communication and interpersonal abilities.
• Capacity to work autonomously and as a collaborative team member.
• High level of attention to detail and accuracy.
• Understanding of investment management fundamentals.