Client Reporting Onboarding Analyst

Overview

Hybrid
$38 - $41
Contract - W2
Contract - 05 Month(s)

Skills

Microsoft Excel Advanced
VBA
Investment product Knowledg

Job Details

Immediate need for a talented Client Reporting Onboarding Analyst. This is a 05+months contract opportunity with long-term potential and is located in Seattle, WA (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:25-80306

Pay Range: $38 - $41/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Requirements and Technology Experience:

  • Key Skills: Microsoft Excel Advanced
  • VBA
  • Investment product Knowledg
  • 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 organise .
  • Strong analytical and problem solving skills with the ability to synthesise information, summarise issues and think creatively .
  • Sharp control/risk mitigation mentality with ability to know when to raise issues .

Our client is a leading Investments Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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