Job Title:
Client Reporting Associate
Job Code:
6897
Job Category:
Investment Operations
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Sep 22 2022
Expires On:
Oct 22 2022
Responsibilities:
- •Utilize internal systems and sources to gather historical and current data and detail to draft, review, and format report contents
- •Manage the writing cycle for a range of communications
- •Ensure consistent messaging for all client reporting and communications for client reporting/communications with marketing content and materials
- •Maintain and organize the online production of all client reporting
- •Liaise with internal teams to respond to investor questions and requests
- •Review and proofread a client content and communications
- •Work with internal teams to better understand local client needs and enhance specific client communications
Qualifications:
- •Bachelor's Degree with 3-5 years of communications experience specifically performance reporting, and/or client communications
- •Financial service experience preferred
- •Strong editing and proofreading skills
- •Exceptional written and verbal communication skills
- •Ability to work independently and collaboratively in a team environment
- •Highly organized with a keen attention to detail
- •Ability to prioritize in a fast-paced deadline driven environment
- •Work with all levels of the organization as well as external parties
- •Proficiency with Microsoft Office Suite
Required Years of Experience:
3
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com
Salary Range:
70k