Lead Client Servicing Associate

The Role: The Reporting Operations roleis responsible forthe creation and set up of new custom financial reporting for existing clients. They will alsoestablishcustomized reports as per client specifications during the Client Onboarding stage. WhatYou’llDo: Onboard new clients onto theEnfusionplatform and set up “customized” reports for various business monitoring needs Oversee the reporting requests from existing (Live) clients in addition to the onboarding clients Take part in client calls to discuss, understand and scope out reporting requirements during the onboarding/implementation stage Leverage theEnfusionsystem to build impactful reports for COO’s / CIO’s, Portfolio Managers, Traders, Operations teams, Risk officers, and Fund Accountants Advise clients on reporting best practices a