Title: Client Reporting Onboarding Analyst Duration: 6 Months (Potential Pay range: $35 - $40 Schedule: Hybrid - Seattle, WA Summary: Join Reporting Solutions team in CX Operations, where we deliver market-leading reporting solutions and exceptional client service. As part of the Client Reporting team, you will play a critical role in ensuring timely, accurate delivery of client reports and data, while driving process improvements and supporting automation initiatives. What You’ll Do: • Deliver periodic client reports with precision and within demanding deadlines. • Analyze client requirements and trends in data requests to improve reporting services. • Ensure timely and accurate distribution of deliverables, proactively communicating any potential delays. • Collaborate with internal teams and external providers to understand data flows across client, market, and fund information. • Identify and implement process improvements, automation, and standardization to enhance efficiency. • Support risk awareness within the team, maintaining strict attention to detail and issue escalation. • Utilize Excel and proprietary technology to provide scalable reporting solutions. What We’re Looking For: • 2–5 years of experience in reporting, operations, or data management. • High proficiency in Microsoft Excel; VBA skills are a strong plus. • Strong analytical and problem-solving abilities with attention to detail. • Excellent written and verbal communication and client-facing skills. • Proven ability to manage deadlines in a fast-paced environment with high accuracy. • Interest in investment products and financial markets. • Strong risk awareness and willingness to escalate issues proactively.