Client Reporting Onboarding Analyst

Software Guidance & Assistance, Inc., (SGA), is searching for a Client Reporting Onboarding Analyst for a CONTRACT assignment with one of our premier Financial Services clients in Seattle, WA .

As a part of the Client Reporting team you will formulate the successful delivery of critical reporting and distribution functions daily and partner with colleagues to craft and advance a globally aligned vision and business model. Analyze client requirements and deliver periodic client reports to demanding target dates.

Responsibilities :

• Analyzing trends in data requests to constantly improve service and client reports
• Understanding the flow of client, market and fund information across BlackRock and external data providers
• Leading and ensuring timely and accurate distribution of all deliverables; actively communicating potential delays to clients
• Constantly evaluating systems, processes and procedures for inefficiencies and making recommendations for improvement
• Use technology to provide efficient and scalable solutions, as well as regular application of Excel to customised solutions
• Supporting various projects, including automation/standardisation efforts and the evolution of standard reporting
• Understanding the risk environment within the department - promoting risk awareness, assessment and control

Required Skills :

• 2-5 years experience
• High level of proficiency in Microsoft Excel, particularly VBA is desirable
• Keen interest in investment products
• Extraordinary client service skills, maturity and autonomy in dealing directly with clientele
• Excellent written and verbal communication skills
• Strong work ethic and willingness to give beyond the scope of one's role to achieve team and firm objectives
• Excellent attention to detail, extremely accurate and well organize
• Strong analytical and problem solving skills with the ability to synthesize information, summarize issues and think creatively
• Sharp control/risk mitigation mentality with ability to know when to raise issues

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.

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