Client Reporting - Associate

Recruiter
JCW Search
Location
Edinburgh, UK
Salary
Competitive
Posted
18 Sep 2019
Closes
02 Oct 2019
Ref
1264231393
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Gary Robertson has sent you Job # 47551, "Client Reporting - Associate": Description: Job Title: Client Reporting - AssociateDuties: ; 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; Facilitate bespoke report creation through analyzing and researching client, market and fund data and related information; Analyze trends in queries to constantly improve service and client deliverables; Understand flow of client, market and fund information across BlackRock and external data providers; Maintain consistent internal service standards of query management ; Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement; Support various projects, including automation/standardization efforts and the evolution of standard deliverables; Building and maintaining deep knowledge of our Aladdin platform in order to leverage data and feedback to help evolve report content and presentation; Build strong relationships with stakeholders and partners; Participate in a culture of excellence, innovation, communication and accountability; Support process re-design/improvement and systems development; Understand the risk environment within the department - promote risk awareness, assessment and controlSkills: ; Keen interest in investment products and a preference of 1-3 years of financial services experience, especially investment management, communications or data visualization ; Outstanding client service skills, maturity and judgment in dealing directly with clientele; Exceptional written and verbal communication skills are essential; Outstanding work ethic and willingness to contribute 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 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 ; Able to exercise sound judgment and to appropriately document conclusions ; Ability and desire to work in a team environment; willingness to ask questions but also to learn independently; Proficiency in Microsoft Office and an aptitude for learning new applications; Programming or automation experience with tools like Python, RPA, SQL is a plus

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