Report Production Associate

1 - 5 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Client Service Representative at VARITE, your primary responsibility will be to deliver a superior client experience by providing front-line client service to clients and related third parties. This will involve understanding clients" reporting needs, responding to queries, and creating accurate reports. You will also be tasked with analyzing trends in queries to continuously improve service and client deliverables. Key Responsibilities: - Understand the flow of client, market, and fund information across client and external data providers - Configure new client deliverables by maximizing existing processes and tools - Facilitate bespoke report creation by analyzing and researching client, market, and fund data - Ensure timely and accurate distribution of all deliverables and proactively communicate potential delays to clients - Evaluate systems, processes, and procedures for inefficiencies and provide recommendations for improvement - Support various projects, including automation efforts and standard deliverables evolution Qualifications Required: - Ideally possess 1-3 years of financial services experience, particularly in investment management, communications, or data visualization - Exceptional client service skills, outstanding written and verbal communication skills, and a strong work ethic - Attention to detail, analytical and problem-solving skills, and the ability to operate under tight deadlines - A degree in business, finance, accounting, economics, or a related field is required, while an MBA or CFA is welcomed - Proficiency in Microsoft Office and a willingness to learn new applications - Experience with programming or automation tools like Python, RPA, or SQL is a plus VARITE is a global staffing and IT consulting company that provides technical consulting and team augmentation services to Fortune 500 Companies worldwide. The company is committed to being an Equal Opportunity Employer. If you are interested in this opportunity, please submit your updated resume. For other job opportunities, visit the VARITE website. If this role is not suitable for you, feel free to share it with your network. VARITE offers a Candidate Referral program, where you can earn a referral bonus based on the candidate's experience level.,

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