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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client reporting and performance reporting concepts, with a strong focus on data analysis, problem-solving, and operational efficiency within financial services. Capable of delivering training and consultative support while ensuring data accuracy and integrity.
Highest-signal resume keywords
Client ReportingPerformance ReportingData AnalysisTraining DeliveryCustomer Service
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ValidationRoot Cause AnalysisPerformance CalculationsAccount Data DiscrepanciesData Integrity Issues
Soft Skills
Attention to DetailProblem-SolvingVerbal CommunicationWritten CommunicationConsultative Support
Tools & Technologies
CIRStatementsAdvisory Account Data FlowsCambridge Technology Platforms
Industry Keywords
Financial Services OperationsAdvisory PlatformsData IntegrationOperational EfficiencyReporting Best Practices
About the role
Key responsibilities & impact- Analyze and resolve advisor and client reporting concerns, including performance calculations, account data discrepancies, data integrity issues, and platform-related inquiries
- Provide consultative guidance on CIRStatements functionality, reporting options, data presentation, and reporting best practices
- Develop and maintain expertise in CIRStatements, performance reporting methodologies, advisory account data flows, and related Cambridge technology platforms
- Deliver individual and group training on CIRStatements features, report customization, system navigation, client reporting best practices, and self-service resources
- Investigate and resolve complex reporting and data issues involving account values, performance returns, asset classifications, benchmark assignments, household structures, custodial feeds, and data integrations
- Collaborate with internal business partners, custodians, vendors, and clearing firms to resolve issues and improve processes
- Serve as a subject matter expert for escalated reporting, data integration, and platform-related issues
- Assist with testing system enhancements, validating reporting functionality, documenting solutions, and identifying operational efficiency improvements
- Provide direct support through phone, email, and other service channels
- Assist with operational processes, account maintenance, data validation, and documentation activities
Requirements
What you’ll need- Knowledge of client reporting and performance reporting concepts
- Knowledge of financial services operations and advisory platforms
- Data analysis and problem-solving skills
- Customer service and consultative support skills
- Training and presentation delivery skills
- Attention to detail and data accuracy
- Root cause analysis and issue documentation skills
- Strong verbal and written communication skills
Benefits
Comp & perks- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
- Work/life balance