- Design data management and reporting tools and assist with initiatives that automate reporting;
- Provide support to Operations to create and revise account monthly/quarterly reports and Assist Operations with quarterly/annual business reviews utilizing MS Power Point and Excel.
- Create Power Point presentations for special projects within the operation; utilizing pivot tables and attention-grabbing graphics.
- Maintain quality control, ensuring on-time delivery and report accuracy by the management team
- Collaborate with the Management team on new and existing client reporting requirements and requests; Develop a comprehensive knowledge of client data, portfolios and client reporting
- Design and document work flows under the direction of Operations Management
- Independently produce client and portfolio reporting using MS Excel and PowerPoint; Every client is different
- Assist the management team on troubleshooting any data reporting errors.
- Source and manipulate data from different sources to provide analysis needed for portfolio and client reporting.
- Assist in assigning monthly training for all TMG Associates through corporate VLC and tracking monthly completions
- Create/distribute client surveys; monitor and compile results
- Other projects, as assigned
- Experience in gathering, organizing and reporting various information and data;
- Client service experience preferred with acute attention to detail;
- Problem-solving skills and demonstrated ability to take initiative;
- Minimum of 1 to 3 years' experience working within gathering data
- Expertise in MS Excel and PowerPoint required, with advanced Excel skills (VLOOKUP, Pivot Tables, Charts, Graphs, conditional formatting, and slicing formatting). You will be tested on your excel skill.
- Bachelor's Degree preferred, or High School diploma
- Adept at operating in high-volume, deadline-driven environments and thrive in a corporate/professional and rapidly evolving atmosphere.
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Client Reporting Associate - Red Bank, United States - The Millennium Group
Description
per year $45,000-$65,000 DOE | Red Bank, NJ, USA | Salary | Full TimeNow is a great time to join our growing company The Millennium Group (TMG) is an award winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and institutions of higher education.
TMG is looking for highly motivated, enthusiastic team players interested in a career rather than just a job.With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely contribute to our 30+ years of success in the industry.
Client Reporting Associate is responsible for a full range of activities which ensure the operational effectiveness and excellence of assigned TMG operations.
We are seeking a tech savvy, creative personality, who is able to create well detailed, vibrant reports for our clients and operations teams.
This is a unique opportunity to collaborate with our operations teams.Our Client Reporting Associate responsibilities include, but are not limited to:
Requirements: