Client Reporting & Onboarding Specialist (Excel/VBA)

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

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.