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Client Reporting Manager

Employer
FIS Systems Limited
Location
Birmingham, UK
Salary
Competitive
Closing date
Sep 23, 2019

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Job Role
Financial Accountant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the team: Platform Securities are market leaders in the back-office outsourcing services to stockbrokers and wealth managers in UK and Europe. Platform Securities have been servicing the financial services industry for over 15 years. They are highly regulated and have one of the highest levels of authorisation from the UK Financial Conduct Authority. What you will be doing: Reporting to the Head of Business Processing Operations and Client Reporting, the Client Reporting Team Manager will primarily be responsible for the team's delivery of professional Client Reporting documents, including Statements and Valuations, end of tax year Consolidated Tax Certificates (CTCs) and Capital Gains Tax reports (CGTs), Custody Statements MiFID II Costs and Charges statements and business wide management information. The Client Reporting Manager will manage the Report Production Scheduled, liaising with Platform Securities' Clients and internal business areas to complete detailed production plans. These plans will include various controls and checkpoints to ensure production is delivered accurately, on time and in line with agreed service levels. Exceptional service will be consistently delivered and high and standards demanded at all times. The Client Reporting Manager exudes a proactive attitude to exceeding Client expectations and requirements, with the ability to seek innovative solutions, consistently raising the bar to create a motivated and successful team, focused on exceptional service delivery. Key Duties and

Responsibilities:
Manage the Client Reporting Run Schedule, from planning through to delivery to the end-customer and any lessons learned reviews, ensuring the successful completion of all Client Reporting packs throughout the year. Liaise internally with colleagues to resolve issues, co-ordinate work completion and to monitor controls. Liaise with Clients in the lead up to and throughout scheduled runs. Manage developments and enhancements to reports with Clients/software suppliers/vendors, providing timely updates. Proactive issue management and communication. Regular stats monitoring to track team performance/KPIs. Ongoing review of departmental processes and procedures to ensure they are accurate, efficient, consistent with market practice, company policy and compliant with external regulators, making appropriate recommendations for approval and implementation. Provide coaching to team members in respect of revised procedures and changes impacting the department. Proactively investigate and implement cost-saving initiatives. Manage regular contact with all external parties via the chairing of meetings either face-to-face or via conference call as appropriate to remedy issues or implement improvements. Ensure internal audit activities are undertaken, via quality checks and root cause analysis, and provide recommendations and solutions to mitigate risk and enhance Client experience. Manage the Print House invoice process, from reconciliation through to invoice approval. Manage vendor relationships with Print Houses to ensure excellent ongoing service delivery. What you bring: Essential: Previous management experience, displaying strong leadership qualities, decision making abilities and excellent business judgement. Excellent decision-making, problem-solving, team building, negotiation, conflict management and time management skills Experience of service delivery within a Financial Services environment. Desire for dealing with complex problems. Experience in forward strategic planning. Highly organised in order to manage the issuance on 200,000 reports annually. Advanced working knowledge of Microsoft office. Ability to develop excellent Client relationships and vendor management experience. Experience of implementing solutions/change. Numerate, literate and able to draw and communicate sensible commercial conclusions from data analysed. Ability to spot and correct typographical/grammatical errors in reports/text - excellent attention to detail. Relishes working in a demanding environment. Desirable: Understanding of Asset & Wealth Management industry, including middle and back office processes as well as a high-level understanding of the trade life cycle. Programme/Project Management experience. What we offer you: A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities A broad range of professional education and personal development possibilities - FIS is your final career step A competitive salary and benefits The chance to work on some of the most challenging, relevant issues in financial services & technology A work environment built on collaboration, flexibility and respect

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