8 Client Reports Jobs

Are you a skilled professional with 5-8 years of experience in Non-EB Servicing We are looking for a talented Manager to join our team! Your main responsibilities will include developing and maintaining in-depth knowledge of Non-EB products, preparing client reports, leading and participating in client meetings to foster strong relationships, driving Renewal Retention strategies to ensure long-term client satisfaction, and conducting Gap Analysis to identify improvement opportunities and enhance service delivery. To excel in this role, you should have 5-8 years of experience in Non-EB Servicing, a strong understanding of Non-EB products and market trends, excellent communication, analytical, and negotiation skills, as well as the ability to effectively manage client relationships and renewals. If you are ready to take the next step in your career and contribute to a growing team, we would love to connect with you! Apply now or reach out for more information. Join us in this exciting opportunity to make a difference in the field of Non-EB Servicing and Client Relations.,

As an Accounts & Admin professional at Morning Star BrandCom, you will be responsible for handling various tasks related to accounts, MIS, admin, documentation, and client reports. Your role will be crucial in ensuring the smooth operations and efficient communication within the organization. To excel in this role, you should possess a graduate degree with at least 1-2 years of experience in an accounts/administrative capacity. Proficiency in MIS and accounts management is essential, along with a basic understanding of GST and TDS. Your ability to conduct thorough secondary research and compile detailed reports will be highly valued. Attention to detail and accuracy are key attributes that will help you succeed in this position. Proficiency in MS Office tools is a must to effectively carry out your responsibilities. We prefer local candidates who can join us on-site at our Thane office. If you are looking to contribute to a dynamic team of communication professionals and utilize your skills in accounts and administration, then this opportunity at Morning Star BrandCom is perfect for you. Join us in our mission to provide Integrated Communication Solutions and help our clients achieve their business goals.,

As a candidate for the position located in Mumbai, you should hold a qualification in BMM or a PG in Mass Communication, PR, Journalism with a solid experience of 8-12 years. Your role would primarily involve client servicing and the development of PR strategies. You will be responsible for consulting clients on PR execution strategies and maintaining strong media relationships, particularly at the editor level. Meeting PR deliverables for clients and working as part of an account team to implement planned PR activities are crucial aspects of this role. Additionally, you will be expected to prepare regular client reports, attend client meetings, respond to media queries on behalf of clients, and conduct research and writing tasks as required. Managing potential crisis situations, being accountable for the PR team's effective delivery, and fostering relationships with colleagues, clients, and the media are integral responsibilities. To excel in this role, you must possess excellent communication and presentation skills, proficiency in content writing, a deep understanding of media and its dynamics, experience in team management, business development, and client servicing. Strong analytical skills, the ability to build robust relationships, and a mature, balanced, and confident demeanor are essential for success in this position.,

The Ops Sup Analyst 1 role at our organization involves providing operations support services, such as record/documentation maintenance, account maintenance, and coordinating the opening of accounts with the Operations - Core Team. You will act as a liaison between operations staff, relationship managers, project managers, custodians, and clients. Your main objective will be to offer day-to-day operations support in line with Citi's operations support infrastructure and processes. Your responsibilities will include performing business analysis and documenting the current and future state of Client Reports and Advices, providing status updates for project participants, working with Legal & Compliance teams on regulatory business requirements, and serving as the primary liaison between business stakeholders and technology. You will recommend business priorities, create training sessions and User Acceptance Test scripts, manage project plans, and work on multiple projects simultaneously to deliver regulatory client deliverables. It is crucial to fulfill our clients" needs while ensuring an exceptional client experience. You must assess risk when making business decisions, uphold the firm's reputation, and comply with applicable laws, rules, and regulations. Your communication skills, problem-solving abilities, time management skills, and proficiency in Microsoft Office and SQL environments will be essential for success in this role. To qualify for this position, previous relevant experience is preferred, along with a Bachelor's degree or equivalent experience. A general knowledge of client reporting in the industry, organizational skills, and clear written and verbal communication are also required. Please note that this job description offers an overview of the typical tasks involved, and additional job-related duties may be assigned as needed. Citi is an equal opportunity employer. If you require a reasonable accommodation due to a disability to use our search tools or apply for a career opportunity, please review our Accessibility at Citi information.,

As a Client Retention Associate, you will collaborate closely with the Client Retention team to enhance relationships with our previous clients who have discontinued working with the company for various reasons. Your primary focus will be on elevating client satisfaction levels and contributing to initiatives aimed at reducing churn. This role offers a valuable opportunity to delve into understanding client requirements, delivering exceptional service, and acquiring knowledge about retention-centric marketing approaches. Your responsibilities will include assisting in the formulation and implementation of client retention strategies and programs. You will also play a crucial role in monitoring and evaluating client satisfaction indicators such as surveys, feedback, and retention rates. Additionally, you will be involved in creating client reports and communications, which may entail follow-ups and surveys. Your contributions will extend to engaging with clients through virtual events, personalized communications, and scheduling check-ins to foster client relationships. Furthermore, you will analyze client feedback to identify patterns and areas that require enhancement. Collaboration with various teams including sales, operations, and finance will be essential to address client issues effectively and ensure their needs are understood and met. Administrative support tasks such as updating client records, managing client communication logs, and tracking retention activities will also be part of your responsibilities. Ideally, you are either pursuing or have recently completed a degree in Business, Marketing, Communications, or a related field. Effective communication skills, attention to detail, and the ability to manage multiple tasks concurrently are crucial for success in this role. Proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Word, is required. You should be comfortable working both independently and collaboratively within a team environment. A positive attitude, eagerness to learn, and a proactive approach are qualities that will be highly valued in this position.,

You should have 2-4 years of relevant experience in producing periodic accurate and timely Client Reports and Presentations across multiple investment strategies for an Asset Manager or Bank. Your responsibilities will include working with others to draft Requirement Documents, review data sets, source data accurately, standardize data for consistency, create reporting templates, perform testing, and implement suitable reporting templates in a timely manner. You must have a proven working knowledge of client reporting platforms, processes, internal and external data providers, and a strong sense of risk mitigation. Coordinating information flow between relevant internal business areas to ensure accurate and timely completion of reports is crucial. Additionally, you should continuously maintain reporting templates, suggest ways to check for data issues and resolve them, manage project timelines, support functional testing, and deployment. Experience in MS Excel, MS Power Query / BI, automation software like Alteryx, SQL, Simcorp Coric, object-oriented programming, TFS, .NET, C#, and understanding of performance principles and calculations is required. Your role will involve creating and maintaining SOPs, risk logs, BCP, suggesting and implementing tools to automate and optimize reporting workflows, and resolving automation issues. You should have excellent communication and interpersonal skills, be highly motivated, independent, have a strong interest in solving complex problems, and be able to manage projects and deadlines effectively. Maintaining strong working relationships with external/internal clients and responding to queries in a timely manner is essential.,

You should have 2-4 years of relevant experience in producing periodic, accurate, and timely client reports and presentations across multiple investment strategies regularly for an asset manager or bank. It is essential to have a proven working knowledge of client reporting platforms, processes, internal and external data providers, coupled with a strong sense of risk mitigation. Your responsibilities will include working with others to draft requirement documents, reviewing data sets and flows for suitability and quality, accurately sourcing data, standardizing data for consistency, creating reporting templates with accurate configurations, performing functional/integration testing, and implementing suitable reporting templates in a timely manner. Coordinating information flow between all relevant internal business areas to ensure all allocated reports are completed accurately and promptly is crucial. You will need to continuously maintain reporting templates to ensure they are operating efficiently and fit for purpose. Identifying and resolving data issues promptly is essential. Managing project timelines, supporting functional/integration testing and deployment, creating and maintaining SOPs, risk logs, and BCP are also part of your responsibilities. Proficiency in MS Excel, MS Power Query/BI, automation software like Alteryx, and SQL is required. You should be able to suggest and implement tools to automate and optimize reporting workflows and mitigate risks. Experience with Simcorp Coric, object-oriented programming, TFS, .NET, and C# would be highly beneficial. A strong understanding of the end-to-end process of data collection, data review, and report production, including performance principles and calculations, is essential. You should demonstrate an understanding of how incorrect data points can impact reporting. Excellent communication and interpersonal skills, along with a command of English, are necessary. You must be highly motivated, independent, have a strong interest in solving complex problems, and demonstrate a proven ability to manage projects and deadlines effectively. Maintaining strong working relationships with all external/internal clients, ensuring clear and accurate communication, and responding to queries promptly are critical aspects of this role.,

The Ops Support Specialist role involves providing operations support services, which include record/documentation maintenance, account maintenance, and coordinating the opening of accounts with the Operations - Core Team. You will act as a liaison between operations staff, relationship managers, project managers, custodians, and clients. Your main objective is to offer day-to-day operations support in line with Citi's operations support infrastructure and processes. Your responsibilities will include conducting business analysis and documenting current and future states of Client Reports and Advices. You will provide status updates to project participants, create presentations for steering committee updates, and collaborate with Legal & Compliance teams to obtain sign-off on regulatory business requirements. You will play a crucial role as the primary liaison between key business stakeholders and technology, recommending business priorities and advising stakeholders on options, risks, costs, prioritizations, and delivery timelines. Moreover, you will create training sessions, webcast demos, and write User Acceptance Test scripts and business scenarios based on specified requirements. As an Ops Support Specialist, you will manage and maintain project plans, act as the project manager for follow-ups across various departments, and work on multiple projects simultaneously, focusing on delivering regulatory client requirements. Ensuring exceptional client experience by fulfilling client needs is a key behavior expected from all employees, which will be measured by specific metrics. You will need to appropriately assess risks in business decisions, prioritize the firm's reputation, and ensure compliance with laws, rules, and regulations. The preferred qualifications for this role include previous relevant experience, proficiency in Microsoft Office, general knowledge of client reporting in the industry, working knowledge of SQL environments and database queries, proven organization and time management skills, problem-solving abilities, clear and concise communication skills, and experience in Loan product/Mortgage. A Bachelor's degree or equivalent experience is required for this position. Please note that this job description provides an overview of the typical work performed, and other job-related duties may be assigned as necessary. Citi is an equal opportunity and affirmative action employer, encouraging all qualified and interested applicants to apply for career opportunities. If you require a reasonable accommodation due to a disability when using our search tools or applying for a position, please review the Accessibility at Citi information.,