CIA Reporting Analyst Investment Management Client Inquiries and Analy

East Lothian  ‐ Onsite
This project has been archived and is not accepting more applications.
Browse open projects on our job board.

Description

CIA Reporting Analyst Investment Management Client Inquiries and Analytics

Client Inquiries & Analytics (CIA) is accountable for all aspects of our clients' reporting experience, including client query management. The team is the first point of contact for the majority of UK and EMEA Institutional and Retail clients when it comes to reporting and billing enquiries and as such has a direct impact on the client experience.This contract position is located in Edinburgh and is responsible for providing data and content analysis in support of Client Service Mangment's strategic initiatives. This position will report locally to the regional business manager.

Responsibilities will include (but are not restricted to) the following:

  • Deliver a superior client experience via query management for clients, consultants and third party administrators
  • Thrive in a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond, think globally and outside the box
  • Understand end to end client support processes and continually champion the sharing of knowledge across teams and functions
  • Analyze trends in queries to constantly improve service and client deliverables
  • Highly complex data management and ad hoc reporting using various software applications
  • Constantly evaluate systems, processes and procedures for inefficiencies, and make recommendations for improvement, ensuring that all reasonable measures are taken to mitigate operational risk
  • Participate in cross training efforts on all stakeholder functions, to include knowledge transfer of all operational and compliance procedures

Skills/Experience Required:

  • BSc/BA in business, finance, accounting, economics, or related field
  • Keen interest in investment products and financial services experience, ideally in investment management
  • Proficiency in Microsoft office (especially Excel) and an aptitude for learning new applications
  • Ability to understand and analyze complex issues, draw conclusions and articulate/execute a strategy
  • Confidence in facing off with stakeholders at all levels
  • Flexible, results-driven approach to finding and implementing solutions
  • Attention to detail - risk and regulatory aware and responsive
  • Exceptional written and verbal communication skills
  • Previous experience in query handling and client servicing a distinct advantage
  • Fluency in European languages beyond English a distinct advantage
Start date
ASAP
Duration
14 months
From
james joseph associates
Published at
08.03.2017
Project ID:
1300930
Contract type
Freelance
To apply to this project you must log in.
Register