Client Reporting Specialist recruitment
Key Objectives of the Role: To ensure effective controls and processes are in place to reduce SEI and client(s) risk from a client reporting perspective.To act as the key contact for SEI and client(s) on client reporting related issues and manage team to ensure superior customer service and solutions on client reporting related activities.Responsibilities:Preparation, Production DistributionLead the team to ensure effective preparation, production and distribution of all daily/periodic end client reporting items (valuation and performance statements, contract notes, advices and tax reports). Ensure Read more […]
Client Reporting Specialist recruitment
As a member of the global Client Reporting team, you will have primary responsibility for production of regional client reporting in APAC as well as some performance measurement related tasks. You will work in close conjunction with the central reporting and performance hub, as well as acting as a contact and coordination point for regionally based Client Relationship Managers, Investment Management Research and other internal teams.Key tasks and responsibilities include:Production of reports for a certain segment of our accounts base, including agreed client specific tailoring, for monthly, quarterly Read more […]