Client Reporting Specialist

6-month non-convertible contract.

Responsibilities:

• Ensure accurate preparation and quality control of periodic reports.
• Coordinate internal data flow for timely, accurate report completion.
• Maintain up-to-date records of SLAs, IMAs, and reporting guidelines for management metrics.
• Build strong client relationships and promptly address queries.
• Follow procedures, suggest improvements, and train new/existing staff on changes.
• Keep the Team Manager informed about significant issues, including complaints and breaches.

Requirements:

• Financial services experience in client reporting/administration.
• Strong portfolio investment knowledge and performance calculation.
• Proficient in Excel and Microsoft Office; Power Query/Power BI experience is a plus.
• Excellent communication, analytical, problem-solving, and teamwork skills.
• Effective time management to meet deadlines.

Company Reg No.: 201131609D | License No.: 11C4684 | Reg No: R1435178, Nadiah Marican