Client Reporting Associate Job at Stephen Bell Associates (London)

Fee Data Reporting Associate Analyst

The Fee Data Reporting Associate Analyst’s primary responsibility is to ensure t...

Location

Cyprus , Nicosia

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

A recent graduate with a university degree with a numerical focus (i.e., Accounting/Mathematics/Business/Economics or equivalent)
Excellent command of the English language as well as exceptional communication skills (both oral and written)
Strong numerical skills, with high attention to detail and accuracy
Self-starter with strong aptitude for learning, and problem solver
Literacy in Microsoft Excel

Job Responsibility

Setup and ongoing monitoring of Private Markets and Hedge Fund portfolios
Capture and process cash flow activity including NAVs, cash flows, fees and expenses
Liaising with Fund Managers, Custodians and Administrators globally in the collection, clean-up and processing of client and fund data
Produce ad hoc reporting and analysis on the data upon request
Other projects as required

What we offer

Fully paid Medical and Dental Insurance for you and your dependents
Employee Assistance Program (EAP)
Provident Fund Contribution
Career growth and tools for ongoing learning and development
Annual bonus dependent upon performance and company growth
5 additional service recognition holidays in surplus to standard annual leave after 5 years of service
Albourne Training Days
Free office parking
A supportive, multi-cultural work environment
Freedom to work independently, problem-solve and come up with creative solutions to complete tasks within required deadlines

Fulltime

Client Liaison Associate Analyst

We are seeking to hire a Client Liaison Associate Analyst to act as a key link b...

Location

Cyprus , Nicosia

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

Financial background will be regarded as an advantage
Taking initiative and ownership, being proactive with a strong sense of responsibility
Strong data entry and organization skills, with particular emphasis on detail
Strong verbal and written communication skills
Strong aptitude for learning and problem-solving. Self-starter
Efficient in managing multiple tasks and meeting deadlines
Ability to work effectively in a team environment
Flexibility to adapt to changing business needs and environments
Fluent in English and computer literate
Attend company and function events upon request

Job Responsibility

Work with Portfolio Reporting analysts and other client-facing teams to understand key deliverables
Asset Class Reporting (ACR) team by requesting data room/portal access
Coordinate with fund managers on client requirements
Prepare status update reports for clients based on communications received
Foster knowledge transfer within the company by working closely with other investment analysts
Capture relevant fund status updates to ensure client deliverables are met
Manage email communication across client requests
Project manage dual fund requests across unique client requests
Manage and store fund communication in the database, updating the status as needed
Maintain tools and internal databases with up-to-date, clean, accurate, and current information (Fund Status, frequency, and Source)

What we offer

Support for professional qualifications (such as CFA and CAIA)
Career growth and tools for ongoing learning and development
Medical insurance for you and your dependents
Provident fund
Yearly bonus dependent upon performance and company growth
Opportunity for international travel (i.e., short periods of secondment to other Albourne offices)
5 additional service recognition holidays in surplus to standard annual leave
Albourne Training Days (minimum of 40 hours per year)
Free office parking
A supportive, multi-cultural work environment

Fulltime

Client Support Associate

As a Client Support Associate, your mission is to serve as the voice of Pomelo C...

Location

United States

Salary:

70000.00 - 90000.00 USD / Year

Pomelo Care

Expiration Date

Until further notice

Requirements

3+ years of experience providing customer or client support, ideally within a high-growth startup, healthcare, or technology environment
Proficiency with Zendesk (or a similar help desk platform) for ticket management, macro creation, and reporting
A proven track record of maintaining high customer satisfaction (CSAT/NPS) scores and managing a fast-paced queue
Exceptional written and verbal communication skills with a meticulous attention to detail
An independent and critical thinker who is comfortable operating in an environment where processes are constantly being optimized and defined
Proficiency in leveraging data (e.g., ticket volume, resolution time) to drive process improvements

Job Responsibility

Deliver high-quality support: Provide empathetic, timely, and resolutions-focused client support to our clients across all communication channels (email, chat, phone)
Timely situation resolution: Troubleshoot complex client issues through both independent and cross-functional problem-solving to deliver high-quality responses within a timely manner
Template and documentation development: Create, refine, and maintain a library of support templates, internal knowledge base articles, and client-facing FAQs to improve response time and streamline knowledge dissemination
Scaling support operations: Proactively identify, standardize, and automate support processes to drive efficiency and deliver great client outcomes at scale
Leverage technology to drive efficiency: Use platforms, like Zendesk, to manage the ticket lifecycle from intake to resolution, ensuring accurate logging and reporting of all client interactions
Collaboration: Work closely with Operations and Clinical teams to communicate client feedback, reproduce bugs, and advocate for user needs

What we offer

Competitive healthcare benefits
Generous equity compensation
Unlimited vacation
Membership in the First Round Network (a curated and confidential community with events, guides, thousands of Q&A questions, and opportunities for 1-1 mentorship)

Client Operations Associate

The Client Services Department ensures smooth operations and serves as the front...

Location

United Kingdom , London

Salary:

38000.00 - 50000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Operational experience, preferably in asset management
Strong client service ethos
Positive attitude
Collaborative spirit
Diligence and attention to detail
Proactive
Eager to build relationships
Interest in the organisation's future direction

Job Responsibility

Data Entry
Report Generation
Client Onboarding
Dealing and Settlement
Cash Management
Enquiry Management
Call Handling
Ad-Hoc Projects

What we offer

Culture where your voice is valued
Training and Development
Recognition of Performance
Contributing to Change
Equality, Diversity, and Inclusion

Fulltime

Associate Manager, Client Success

The Associate Manager, leads and supports the Client Success team to deliver exc...

Location

Poland , Krakow

Salary:

11100.00 - 13800.00 PLN / Month

MyTennisLessons

Expiration Date

Until further notice

Requirements

2-5+ years of experience working in a managerial capacity in a support, sales/retention, or Customer Service role
1-3 years minimum experience working in the payment processing and/or software solutions industries
At least 1 year background/experience in portfolio management or processing/software leadership role where you were instrumental in developing processes and department protocols
2-3 years of experience and proficiency with Google Suite, Learning Management Systems such as Lessonly, and related software
Ability to translate your skills to other employees through training and mentoring
Must have excellent verbal and written communication skills to appropriately manage both internal and external partner relationships
Strong retention, marketing, leadership and interpersonal skills
Excellent verbal and written communication skills with strong marketing, sales, retention, or VIP portfolio management background
Thorough understanding of client success processes and department protocols within SpotOn ecosystem and potentially within a specific specialty success group like Integrations, Pricing, or Retention/Cancellations
Ability to moderate both small and large groups

Job Responsibility

Supervise and oversee client escalations to reduce wait time and offer all viable alternatives to clients to obtain BUY-IN
Balance day-to-day operations within the Client Success department while ensuring merchant concerns/escalations are given priority and addressed swiftly
Coaching on how to effectively manage high-level/complex merchant concerns using EQ
Respond to Team Leads or CSS/CSMs issues and/or high-level escalations requiring intervention promptly with all documentation, communication, reports uploaded to SFDC
Analysis of attrition for Client Success portfolios quarterly and yearly and churn and At Risk data
Maintain accurate records and document all service activities and discussions regarding department processes, personnel, or client escalations
Collaborate across all departments to address/resolve client needs and delegate as appropriate with proper oversight to ensure these items are completed
Become proficient / have extensive knowledge of all processes and guidelines for Client Success guidelines, practices, and protocols including product software and hardware offerings
Coordinate, collaborate and facilitate with all SpotOn departments to ensure merchant requests/concerns are handled timely and appropriately
Ensure team meets KPIs consistently and works collaboratively with department management to address disciplinary issues or prohibitive behavior who will work with HR on any formal actions required

What we offer

Fully paid private healthcare in LuxMed
Access to the Worksmile platform with a monthly top-up
Subsidized access to breakfast and lunch through the vending machine in Kraków office, and lunches in Gdańsk office once a week
New, modern, bright and comfortable office space in the city centre
A lot of free parking spots around the office
Access to the company’s library
Great working atmosphere
Chill out room with a PlayStation, table tennis, and mini gym
Free snacks and beverages in a kitchen
Company parties and social activities

Fulltime

Licensed Client Services Associate

As a Licensed Client Services Associate, you will be integral to our team, handl...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of relevant experience in the field
Proficiency in Wealth Management
Experience in Private Wealth Management
Possession of Series 63 Licenses
Series 65 qualification
Must hold a Series 6 license
Ability to provide excellent client service
Strong communication and interpersonal skills
Must demonstrate a high level of professionalism and integrity
Proven ability to work effectively in a team-oriented environment

Job Responsibility

Efficiently manage client transactions and money movement requests
Regularly communicate with clients regarding new business and existing issues
Execute client-specific projects as needed
Handle outbound calls and emails to service clients professionally
Review and prepare comprehensive investment reports
Accurately update client information for review meetings
Confirm transactions with clients to ensure accuracy
Responsibly manage calendars and CRM to record client interactions
Resolve client queries via phone and email promptly and effectively
Summarize meeting notes, emails, and financial data for client meetings

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Associate Account Director

Zion & Zion is looking for a passionate, motivated, and experienced business thi...

Location

United States

Salary:

Not provided

Zion & Zion

Expiration Date

Until further notice

Requirements

4 years or more of account management experience
4 years or more of marketing experience
A bachelor’s in marketing, business or a related discipline (MBA is a definite plus but not required)
Extensive understanding of complex business concepts and how marketing efforts should support clients’ strategic goals
Ability to manipulate data and uncover strategic insights within client sales and operational data
Ability to form insights related to client reporting and deliver said insights to the client
A strong personality that will be immediately perceived by clients as providing leadership
Proven ability to manage complex multiple clients and expertly set client expectations
Ability to foresee challenges/issues with client accounts before they happen and propose solutions
Proven ability to build relationships with internal account team members to create a productive, collaborative work environment for you client account teams

Job Responsibility

Day-to-day interface between clients and the agency
Managing several complex, larger client accounts in varying industries
Leading the development of advertising strategies
media plans
MarTech solutions
and solutions to creative, logistical, and technical problems
Building a strong working and personal relationship with client POCs and their management
Growing clients’ businesses by identifying opportunities, presenting to client, gaining client approval
Being the expert on clients’ businesses and their industries and sharing this knowledge with junior team members
Overseeing client budgets and forecasts

Wealth Management Associate

This role has perks that are unmatched by its competitors. Plus, this position d...

Location

United States , Chicago

Salary:

90000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Detail orientated
outside of the box thinking
energetic
legally authorized to work in the United States

Job Responsibility

Answering phones/delivering messages
Scheduling client reviews and updating any changes prior to the client meeting
Client Reporting: Orion Software
Cash Balance Reports review with registered advisor/ monthly
Investment Policy Questionnaires with clients and recording results
Money Movement between accounts or institutions
New Account Opening/Ongoing Maintenance
First point of contact and return client service requests
529 College distributions to university payment centers
Client indirect marketing/ birthday gifts, center of influence small events

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
PTO

Fulltime

Client Reporting Associate

Stephen Bell Associates

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 25, 2026

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