Associate with End Client Reporting
Associate with End Client Reporting

Associate with End Client Reporting

London Full-Time No home office possible
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Associate with End Client Reporting. Top Tier Bank/ Asset Management.

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

Role Responsibilities:

  • 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.
  • Analyze data to identify trends and potential issues.
  • Respond to client queries and requests.
  • Act as a point of contact for client reporting matters.
  • Identify opportunities to improve reporting processes.
  • Ensure compliance with regulatory guidelines and industry standards.
  • Ensure client details are accurate and up to date.
  • 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.

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Contact Detail:

Dianaduggan Recruiting Team

Associate with End Client Reporting
Dianaduggan
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  • Associate with End Client Reporting

    London
    Full-Time

    Application deadline: 2027-05-24

  • D

    Dianaduggan

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