Client Onboarding

Ztek Consulting; Seattle (WA); On-site; USD 48,216 - 52,348; Part time

Job summary

A consulting firm in Seattle seeks a Mid-Senior level Reporting Solutions professional who excels in client service and data reporting. The ideal candidate will have 2-5 years of experience, strong Excel skills, and a keen interest in investment products. This role involves analyzing client needs, ensuring timely report delivery, and promoting process improvements. Competitive hourly rate offered.

Qualifications

• 2-5 years’ experience in a related field.
• High level of proficiency in Microsoft Excel, particularly with VBA.
• Strong communication skills.

Responsibilities

• Analyze client requirements and deliver periodic reports.
• Lead distribution of deliverables, communicating with clients.
• Evaluate processes for inefficiencies and suggest improvements.

Skills

Proficiency in Microsoft Excel

Client service skills

Analytical and problem-solving skills

Attention to detail

Job description

This range is provided by Ztek Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$35.00/hr - $38.00/hr

The Reporting Solutions team sits in CX Operations and is accountable for ensuring that meets our clients need for data, including the provision of market leading reporting solutions and effective client service. As a part of the Client Reporting team, you will formulate the successful delivery of critical reporting and distribution functions daily and partner with colleagues to craft and advance a globally aligned vision and business model. Analyze client requirements and deliver periodic client reports to demanding target dates.

• Analyzing trends in data requests to constantly improve service and client reports
• Understanding the flow of client, market and fund information across Client and external data providers
• Leading and ensuring timely and accurate distribution of all deliverables; actively communicating potential delays to clients
• Constantly evaluating systems, processes and procedures for inefficiencies and making recommendations for improvement
• Use Client technology to provide efficient and scalable solutions, as well as regular application of Excel to customized solutions
• Supporting various projects, including automation/standardization efforts and the evolution of standard reporting
• Understanding the risk environment within the department – promoting risk awareness, assessment and control

• 2-5 years’ experience
• High level of proficiency in Microsoft Excel, particularly VBA is desirable
• Keen interest in investment products
• Extraordinary client service skills, maturity and autonomy in dealing directly with clientele
• Excellent written and verbal communication skills
• Strong work ethic and willingness to give beyond the scope of one’s role to achieve team and firm objectives
• 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 creatively
• Sharp control/risk mitigation mentality with ability to know when to raise issues

Seniority level

• Mid-Senior level

Employment type

• Contract

Job function

• Information Technology