Client Reporting Associate
2 weeks ago
Client Reporting Associate Edinburgh6 Month Initial Contract Responsibilities:Deliver an outstanding client experience through the delivery of complex client reporting at monthly and quarterly cyclesDeliver and operate oversight processes owned within the team to monitor ongoing report implementation and completionProactively identify opportunities for improvement with the reporting process and deliver process improvements on a quarterly basisValidation and implementation of output to process requirements into the live business environmentWork closely with Report Onboarding teams to coordinate accurate and timely delivery of industry standard reportingCapture client feedback to analyse, design and test client reporting enhancements both in the tool and in report content through application of tactical technology skillsetsBackground:Hands-on automation experience with tools such as SQL, Python, VBA, would be beneficialProficiency with Microsoft Excel, in particular complex formulae and visualisation Experience interacting with product stakeholders and requirement capturingDelivery driven individual with problem-solving skills, analytical mindset and attention to detailExhibits strong planning, organisational and interpersonal skillsAbility to clearly communicate objectives and articulate the rationale behind those goalsSelf-motivated: able to show initiative and come up with ideas without promptingStrong communication and presentation skills (written and verbal)Technical aptitude, and qualifications such as the IMC would be helpful
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Client Reporting Associate
2 weeks ago
Edinburgh, United Kingdom Meraki Talent Full timeClient Reporting Associate Edinburgh 6 Month Initial Contract Responsibilities: Deliver an outstanding client experience through the delivery of complex client reporting at monthly and quarterly cycles Deliver and operate oversight processes owned within the team to monitor ongoing report implementation and completion Proactively identify opportunities for...
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Client Reporting Associate
2 weeks ago
Edinburgh, United Kingdom Meraki Talent Full timeClient Reporting Associate Edinburgh 6 Month Initial Contract Responsibilities: Deliver an outstanding client experience through the delivery of complex client reporting at monthly and quarterly cycles Deliver and operate oversight processes owned within the team to monitor ongoing report implementation and completion Proactively identify opportunities for...
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Client Reporting Associate
1 day ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Full timeClient Reporting AssociateEdinburgh6 Month Initial ContractResponsibilities:Deliver an outstanding client experience through the delivery of complex client reporting at monthly and quarterly cyclesDeliver and operate oversight processes owned within the team to monitor ongoing report implementation and completionProactively identify opportunities for...
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Private Client Associate
1 week ago
Edinburgh, United Kingdom IDEX Consulting Full timeIdex Consulting have an opportunity for an experienced Private Client Associate to be based in Edinburgh. **Purpose** Working closely with Private Client Managers to provide support for new and existing Discretionary and Wealth Management clients **Responsibilities** - Support the Directors in ensuring the annual ongoing suitability targets are met by...
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Client Associate Partner
1 day ago
Edinburgh, Edinburgh, United Kingdom Open Partners Full timeRole PurposeThe Client Associate Partner is a role working in the Client team - the agency's front line. They will deliver against our Full Service People promise; Product Activation, Product Effectiveness Analysis, Testing & Improvement Planning, Quality Assurance A Client Associate Partner will be commercial, strategic, intellectual, personable, and...
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Associate, Reporting Services
2 weeks ago
Edinburgh, United Kingdom eFinancial Careers Full time**Description** **About this role** Client Report Onboarding - Associate Is your passion providing extraordinary service to clients while building and fostering positive relationships? Want to use your unique background to make an impact on the clients we service in a culture that flourishes on quality, innovation, collaborationand accountability? Are you...
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Financial Reporting, Senior Associate
3 days ago
Edinburgh, Edinburgh, United Kingdom State Street Full timeWho we are looking forAn experienced financial reporting specialist to undertake both the production and where applicable oversight review for completeness and accuracy of all components of financial statement reporting and associated deliverables for a variety of funds. Primarily responsible for the preparation of the financial statements in line with the...
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Financial Reporting, Senior Associate
3 days ago
Edinburgh, Edinburgh, United Kingdom State Street Full timeWho we are looking forAn experienced financial reporting specialist to undertake both the production and where applicable oversight review for completeness and accuracy of all components of financial statement reporting and associated deliverables for a variety of funds. Primarily responsible for the preparation of the financial statements in line with the...
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Client Onboarding Associate
1 week ago
Edinburgh, United Kingdom eFinancial Careers Full time**Description** **About this role** Client Report Onboarding - Associate Is your passion providing extraordinary service to clients while building and fostering positive relationships? Want to use your unique background to make an impact on the clients we service in a culture that flourishes on quality, innovation, collaborationand accountability? Are you...
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Financial Reporting
5 days ago
Edinburgh, United Kingdom JPMorganChase Full timeThe Financial Reporting Group in Edinburgh is responsible for the issuance of interim, final and other financial statements of the collective vehicles serviced by the site on behalf of UK, Channel Islands, Dutch, Luxembourg and South African based clients. As a Financial Reporting - Senior Associate in the Financial Reporting Group team, you will lead the...
