Russell Tobin
5 days ago Be among the first 25 applicants
This range is provided by Russell Tobin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$39.00/hr - $39.00/hr Direct message the job poster from Russell Tobin Job Title:
Client Reporting Onboarding Analyst Location:
Seattle, WA 98101 Pay Rate
- $39/Hr. on W2 Duration:
6-month contract Job Summary: The Reporting Solutions team is responsible for ensuring clients' data needs are met through the delivery of high-quality reporting solutions and excellent client service. As a member of the Client Reporting team, you will play a key role in the daily execution and successful delivery of critical reporting and distribution functions, while helping to shape a globally aligned vision and business model. Key Responsibilities: Analyse client requirements and deliver periodic client reports within strict deadlines. Monitor and analyse trends in data requests to enhance service quality and reporting outputs. Understand the flow of client, market, and fund data across internal systems and external providers. Oversee and ensure the timely and accurate distribution of all reporting deliverables. Communicate proactively with clients regarding delays, updates, or issues. Continuously evaluate systems, processes, and procedures to identify inefficiencies and suggest improvements. Utilize internal technologies and tools, including Excel, to develop efficient and scalable solutions. Contribute to ongoing projects, particularly in automation and standardization of reporting processes. Maintain a high level of risk awareness and actively promote control and compliance best practices. Required Qualifications and Skills: 2–5 years of experience in client reporting, data operations, or a similar field. High level of proficiency in Microsoft Excel; VBA skills are highly desirable. Strong interest in investment products and financial services. Exceptional client service skills with the maturity and autonomy to interact directly with clients. Excellent verbal and written communication skills. Strong attention to detail and organizational skills. Analytical thinker with excellent problem-solving abilities and a creative approach. Strong control mindset with the ability to assess and escalate risks appropriately. Self-motivated team player with a strong work ethic and willingness to contribute beyond the scope of the role. Seniority level
Seniority level Associate Employment type
Employment type Contract Job function
Job function Administrative Industries Financial Services and Banking Referrals increase your chances of interviewing at Russell Tobin by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Client Specialist jobs in
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$39.00/hr - $39.00/hr Direct message the job poster from Russell Tobin Job Title:
Client Reporting Onboarding Analyst Location:
Seattle, WA 98101 Pay Rate
- $39/Hr. on W2 Duration:
6-month contract Job Summary: The Reporting Solutions team is responsible for ensuring clients' data needs are met through the delivery of high-quality reporting solutions and excellent client service. As a member of the Client Reporting team, you will play a key role in the daily execution and successful delivery of critical reporting and distribution functions, while helping to shape a globally aligned vision and business model. Key Responsibilities: Analyse client requirements and deliver periodic client reports within strict deadlines. Monitor and analyse trends in data requests to enhance service quality and reporting outputs. Understand the flow of client, market, and fund data across internal systems and external providers. Oversee and ensure the timely and accurate distribution of all reporting deliverables. Communicate proactively with clients regarding delays, updates, or issues. Continuously evaluate systems, processes, and procedures to identify inefficiencies and suggest improvements. Utilize internal technologies and tools, including Excel, to develop efficient and scalable solutions. Contribute to ongoing projects, particularly in automation and standardization of reporting processes. Maintain a high level of risk awareness and actively promote control and compliance best practices. Required Qualifications and Skills: 2–5 years of experience in client reporting, data operations, or a similar field. High level of proficiency in Microsoft Excel; VBA skills are highly desirable. Strong interest in investment products and financial services. Exceptional client service skills with the maturity and autonomy to interact directly with clients. Excellent verbal and written communication skills. Strong attention to detail and organizational skills. Analytical thinker with excellent problem-solving abilities and a creative approach. Strong control mindset with the ability to assess and escalate risks appropriately. Self-motivated team player with a strong work ethic and willingness to contribute beyond the scope of the role. Seniority level
Seniority level Associate Employment type
Employment type Contract Job function
Job function Administrative Industries Financial Services and Banking Referrals increase your chances of interviewing at Russell Tobin by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Client Specialist jobs in
Seattle, WA . Bellevue, WA $40,000.00-$80,000.00 1 week ago Executive Assistant, Amazon Ads, Amazon Publisher Monetization (APM)
Client Engagement Specialist / Admission Specialist - PST Hours
Seattle, WA $50,000.00-$60,000.00 2 months ago Client Relationship Specialist - Seattle, WA
Seattle, WA $66,800.00-$142,800.00 4 days ago Seattle, WA $66,800.00-$142,800.00 2 weeks ago Bellevue, WA $66,800.00-$142,800.00 6 days ago Bellevue, WA $34,000.00-$81,250.00 5 days ago Bellevue, WA $50,000.00-$107,100.00 6 days ago Customer Training Scheduler (Associate & Mid-Level)
Executive Assistant , Selling Partner Services
Seattle, WA $66,800.00-$142,800.00 3 weeks ago Greater Seattle Area $40.00-$43.00 17 hours ago Executive Assistant , Stores Ads Monetization
Seattle, WA $66,800.00-$142,800.00 48 minutes ago Seattle, WA $50,000.00-$55,000.00 3 weeks ago Administrative Business Partner, Cloud Marketing
Kirkland, WA $93,000.00-$133,000.00 2 hours ago Part-Time Workplace Experience Coordinator
Seattle, WA $76,440.00-$95,000.00 1 week ago Seattle, WA $76,000.00-$107,500.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr