Client Reporting Specialist

Jersey City, NJ



  • Meet all client deliverables in agreement with procedures and controls.
  • Research and resolve all client inquiries in accordance with procedures and controls.
  • Guarantee timely and correct responses to internal and external clients.
  • Work closely with the client, Client Service teams, Funds Transfer, Fund Accounting and Transfer Agents to foster strong working relationships.
  • Promptly escalate sensitive/risk issues to management.
  • Ensure daily deliverables are completed timely and accurately.
  • Assist in the on-boarding of new business and product implementations and conversions
  • Perform special projects as directed by the Client Reporting Seniors & Supervisor.
  • Enhance quality and efficiency by identifying workflow improvements.
  • Efficiently utilize company systems and tools/cash products to maximize productivity.




  • BA/BS degree, and/or equivalent work experience
  • Advanced knowledge in Excel preferred, and VBA/macro development knowledge highly appreciated.
  • Proven ability to problem-solve and recommend solutions.
  • Strong aptitude for accuracy and attention to details
  • Capable of monitoring and completing a variety of projects simultaneously.






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 12/1/2020
Salary $20.00/hr

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