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)
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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