Associate with End Client Reporting

Associate with End Client Reporting. Top Tier Bank/ Asset Management.

Role: Associate (End Client Reporting)
Rate: £250 - £400
Payment Framework: Employment Company (inside IR35)
Contractstart date: June 2025
Current end date: June 2027
Location: Central London, office based, on-site Monday to Friday

Role:

• 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!