02 Aug
|
Connor, Clark & Lunn Financial Group
|
Vancouver
02 Aug
Connor, Clark & Lunn Financial Group
Vancouver
Elevate your career as a Client Reporting Analyst with Connor, Clark & Lunn Financial Group. This hybrid role demands multi-tasking and advanced reporting skills in a cooperative environment.
CC&LFG; is seeking a Client Reporting Analyst to support its Institutional Client Reporting team. You will manage client accounts, produce diverse reports, and liaise with Client Relationship Managers. This position will challenge you to leverage new technologies and improve reporting efficiency while fostering a team-oriented culture.
Key Responsibilities:
• Setup and maintain client accounts and data
• Ensure accurate report production and distribution
• Communicate with Client Relationship Managers and key personnel
• Build report layouts using third-party technology
• Analyze and improve the reporting process for efficiency
Requirements:
• Bachelor's degree and 2-3 years experience in reporting
• Advanced skills in Microsoft Excel, Word, and PowerPoint
• Strong ability to communicate with internal stakeholders
• Interest in learning new technologies and business processes
• Proven multi-tasking abilities in a collaborative setting
Become a vital part of CC&LFG;'s Client Reporting team and enhance your reporting expertise in a supportive environment.
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📌 Client Reporting Analyst at CC&LFG (Vancouver)
🏢 Connor, Clark & Lunn Financial Group
📍 Vancouver