Reporting Specialist
1 week ago
Our client is launching the first phase of its Next Generation Client Reporting (NGCX) app to a select group of clients. We need a Reporting Specialist on a contract basis, who will be tasked too:
- Take ownership of client & Partner queries regarding the content & data presented within NGCX.
- Assess, analyse, and resolve any issues arising
- Work with Third Party Administrators to embed the new support model after launch.
- Provide meaningful analysis and MI of queries/volumes to senior stakeholders on a regular basis, in order to drive continuous improvement on NGCX.
The purpose of the role is:
- Provide support to the team the second tier of the client support model.
- Provide guidance and support to those dealing with tier one queries and ensure processes and procedures are followed.
- Provide training and support to those dealing with tier one queries where required.
- Identify process improvements and feed into the evolution of the future operating model.
- Utilise Salesforce to ensure an accurate record is created & maintained, and effective root cause is captured at closure of the query
- Produce and analyse MI on queries received to identify root cause trends & themes around Partner/Client understanding, common data issues, process improvements
- Proactively address the identified root causes with wider NGCX group to drive down the number of incoming cases.
Job knowledge:
- Expertise in the content of NGCX.
- Good knowledge of Salesforce.
- Proven experience in a similar reporting role within the financial services sector
**Job Types**: Full-time, Temporary
Contract length: 12 months
**Salary**: £250.00-£350.00 per day
Schedule:
- Monday to Friday
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