Technical Coordinator - Client Reporting

Technical Coordinator, Client Reporting

Department:

The Client Reporting Team produces a range of reports that cater to diverse client needs. Comprising several sub teams specializing in different reporting types and services, the team collectively handles everything from in-depth performance analyses for board meetings to client-specific and non-financial reports. The team's expertise ensures that all reports are timely, accurate, and tailored to facilitate informed decision-making for our clients and their stakeholders.

Role Summary:

The Technical Coordinator at Client Reporting is responsible for overseeing and ensuring timely and accurate various client reports, serving as the primary point of escalation, and managing the volume of tasks of the team. The ideal candidate will be a proactive communicator, adept at handling upper management, stakeholders, and junior partners. The individual will work closely with Relationship Managers, Client Service Delivery Managers, and other stakeholders to ensure seamless communication and efficient processes. This role is vital in supporting the Team Leader in leading various operational activities.

The Technical Coordinator has general key responsibilities applicable to all teams within Client Reporting. Specific key responsibilities for each team will be noted below.

Key Responsibilities:

• Answer queries from various internal teams and stakeholders such as, but not limited to Relationship Managers, Client Service Delivery Managers, Project Managers and Operational Teams pertaining to assigned reports
• Serve as the first level of escalation and escalate all critical issues to management in a timely manner
• Assist in identifying the team's monthly allocation and ensure these are completed accurately and on time.
• Maintain and ensure the core procedures, documents and checklists are updated on a timely manner accurately completed by partners.
• Carry out complex tasks with significant financial, client, and/or internal business impact without supervision
• Review reports and monitor Error logs and Issue logs to ensure all reports are updated accurately and timely.
• Conduct KPI analysis to ensure goals are met by the team.
• Lead the team's RCA (Root Cause Analysis) Discussion every month, including external incident reporting discussions
• Act as an SME who trains, supports, guides, and ensures the team completes all work allocations accurately and timely.
• Handle operational activities and oversee the day-to-day work of the team
• Manage upper management, stakeholders, relationship managers, and client service delivery managers for any urgent requests.
• Lead oversight calls and meeting including agenda preparation.
• Identify and execute process improvements and efficiencies

Qualifications:

• A College or University degree with at least 4 to 6 years of relevant experience in financial services industry
• Preferably with supervisory experience.
• Understanding of Financial Markets and relevant instrument types.
• Experience working in Financial Services is essential.
• Flexibility to work in shifts and/or on a rotational basis.
• Excellent oral and written communication skills are required.
• Ability to multi-task, manage priorities, work independently while maintaining attention to detail and meet deadlines in a demanding and deadline-oriented environment