Back to search
Associate with End Client Reporting. Top Tier Bank/ Asset Management.
Role: Associate (End Client Reporting)Rate: £250 - £400Payment Framework: Employment Company (inside IR35)Contractstart date: June 2025Current end date: June 2027Location: Central London, office based, on-site Monday to FridayRole:
- Produce reports (for example performance, holdings, transactions) to clients.
- Ensure data integrity.
- Assist in actively managing the client reporting onboarding
- Liaise with clients and other departments to support with Asset funds
- Analyse data to identify trends and potential issues.
- Managing and maintaining client reporting data.
- Respond to client queries and requests.
- Act as a point of contact for client reporting matters.
- Identifying opportunities to improve reporting processes
- Ensuring compliance with regulatory guidelines and industry standards.
- Ensuring client details are accurate and up to date
- Support in mitigating risk.
- Interact and communicate with stakeholders, clients and internal departments such as client service and operations teams, sales and IT.
Requirements:
- Previous experience working within client reporting
- Asset Management knowledge/experience
- Good communication skills both written and verbal
Apply today!
