Client Service & Reporting Specialist at Nesco Resource

Our growing client is adding a Client Service & Reporting Specialist to its team!

Now is a great time to join a local financial services organization which offers excellent career growth potential! This individual will be instrumental in supporting client services functions, including analyzing and inputting client data, and managing reporting processes. This is an exciting opportunity for an individual with an entrepreneurial spirit and a desire for growth in the financial services industry.

This is a permanent, direct hire opportunity!
Salary: $55-75K + Full benefit package
Location: Fully Onsite in Latham, NY
Hours: M-F, 8:30am-5pm

Day-to-day, the Client Service & Reporting Specialist will:

• Master proprietary databases to collect, verify, analyze data
• Pull, prepare, and disseminate periodic reports/reporting packages 
• Perform data accuracy verification checks in accordance with established standards, processes, and protocols
• Audit, identify, summarize, and escalate data discrepancies as appropriate for resolution
• Manage and support data cleansing/reconciliation processes
• Gather and organize relevant data and documents from various third-party sources 
• Assist with the testing of system enhancements
• Manage the storing and filing of final reports and other client-centric documents in accordance with our enterprise file system processes and protocols
• Collaborate with various cross-organizational teams in identifying ways to refine and streamline existing processes
• Establish and implement new processes designed to enhance productivity  
• Perform and manage other general office and client service-related tasks and projects, as needed

To be considered for this role, you should have:

• Bachelor's degree in finance, economics or related field of study, or combination of education and related work experience.
• Related experience in a client services environment, finance and/or retirement industry
• Proficiency in data entry and data analysis 
• Experience with CRM applications and other data entry/reporting systems
• Strong written and verbal communication skills
• Strong problem solving and analytical skills
• Proficient with Microsoft Office suite of applications, with emphasis on data management software and tools such as Excel or SQL
• Working knowledge of Zoom, Microsoft Teams, and/or other meeting applications

Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.

Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.